diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index e31737b67803186090433864cb90ec2ba272e260..6e996044a211be5891d50b03938fd0eb480b173e 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,28 +567,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index 4aa35ad6da2d728e40464f81733df0be0bb9d6df..1c8521331b93a89a90dcde8462a49c8ea2d3bdda 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1510,12 +1510,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a0fc19807576", + "target": "000020", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index 2e6af0dba0cdd7e8f9caefe9a9a56fe9af2b6bfc..d287371cdf4058c2bf24504570bde871d3e55ee7 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index 3701c3ea028536b05b7703be8f4942a991cfebe0..f11ed0fa348ed6acce2d5e4a350be7106bec4951 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 8b185f8e326fd17a40d78a3d925f494ab6a13086..b4e91df2eb347c314bbe7ac3379a201168654ded 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 46112b7ce1ba183e33ecd7222bf83f32a853b25c..81a15259049f042581540dda7f44227bde1d764c 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,28 +990,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 38e7b5f37c88979e1bb4935195105fb7b011e6bb..9eebf75ceadb40546a602595175518557f07f1a7 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index 5781854bf0bcee1aade066d02e483480f00b0fc8..34241fbd764d5dd264af9e4a04c70141f3800083 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index 5dc37b0346fc98f579f9b890c4e1e65487e98690..5a027cb3346d20cca093cec79bc07950c1634ece 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 779cdd536658dfec9190c4e89369fea1e285ff2b..f9965f9cbe9a17218f4296c0d5ed339d67f45f9c 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,28 +567,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index 4390c7069070f7a796139c9fe934b96d319e9fac..f11afe4edf545bd241c57c6f0d89de722ad6d761 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.38%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,28 +1285,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,15 +1721,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index e90c15765d3f79dc2dc966d8d4104ed6f9ca390d..cbb00c9001165971fa99e65c562bff57a8992d7c 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,28 +1195,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 2af26d7f2215a63be7881eb3aaff71261c7d1b30..60c99d628b36a1e520d68d21f67c388f414f296f 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 397c361e89576323c039a387d71cbe13a7214d74..1c027098f29cb2e1d295d52c87e489d916b2f29f 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index 53022d3c4bb248d0afc96b5f028d007185160495..0826c12d1b2a8d7116ede5d1eaa599c63fb9184f 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 2f2d8ad27252e0cf0501cbc51cff233a1a955aad..7870963f16630aaaa7e4353f19870aabd147200b 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index e2fd35cf09ef4e53fe6e44680dd6de2dc9275ac3..adc15b815f283e39c764af42210086f0cee2f181 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 43c7d7257ca39b4d7d2ba804b6d41ecdf57a7470..e4dded38b3230434ddba073c0a41b545596d9485 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 4883d4d593af96cec14a730ffda5b23e919c52bf..1ff35a3e9814b9665392218108df94d8cb1bc56a 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index 06056ed48cd31c08917c0cff29a2ba6260663692..66cf8b07bebd28a6ab724c1f347abab2831b8437 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index baf9b7bbfac4fb23af23a353f89147ad55eebbb2..4d5fd4bd5ab32907cab1d35faa93c7ba53564034 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 7a66c94fe8cb3f2c3029ceeeefa53325ffd49e33..51768568d90fccc7e55667b45bfeb32ee82a01f4 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index cbd4af387e00713f93fa5d8a266bfb51ee53a76a..948e38e20c02d8324eb7c98d4693b9bc7e2e4717 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index d094073c538b091d0e75009e72cfcf0c5185d7df..2a16f2692c88e189200d495ccbe027ffc1d58935 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,28 +829,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index d322b61c09a993c7b4e9cb7409488366df524683..6fe05e3fbaa8afdfb249d84776475d5389b41ad0 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 97991cd5c8832b194a32fdcb074a4df3e80a6ffc..32e3f2824ccf6213d083946bb12efb1820fe41a3 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index da0f8a0a3621b29c3f9ffc914d48158cf55a0827..fad6e6f69e9685266ae0752f2516b04c51766204 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 741c41e476c9f112e1a8312bbb0c1bce16562c3a..153f1b5bac0e0af50ad961af773ecbf16bec78cf 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 8176e30a50a140971129c60626229da8ffdce8a1..d8b15de08cce293aced7eae66afa45aca61b305a 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index f7384a9c34b557597f24e49eb22cd31899f3865f..4e3f58a6e02adab6c062ddc75a131a24d9204a53 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index ffdcd903ece9dc13b4d5fb62ed4403459229228a..2a33bf4a4b56e8d3a9cc488c87f16a83b13d2079 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index 350e8cf8073ee2568e943a619882f27f6ed7a998..eb351fc75aeeb65eccfac090dccfcb96b4784679 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index f773187efb1ef12539e97b3348436e82fed3f917..c01f0d556092abed3d4cdfc69ea87ce04d09408b 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index 3ea90a80bd5c30a7f744461b03aafb3bdb5201b4..b70828eff219eea57d1311d6a108ccfd924a123a 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,12 +1558,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4d51f7e2cdb1", + "target": "000520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index b61c59f29a07580f52a17be64f130ec426953bb6..35ff4bc5c8db68160684f32005cbab1ccdef3f58 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index 2930f4253cfcede0bf2e837895416f89a3bf8c27..9792b627539e8a847e4a6713d6f411e46dff186b 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 29912e17c86a214cfc58dedf07e6f6757c3d08ea..5046b39c7054590c971143e19e0528ce64d13ac4 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { "label": "재무 기반 우수", - "summary": "5개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익 CAGR, OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 1317.32, + "value": 6.84, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "neutral", + "scoreContribution": 0, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -181,9 +181,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -228,7 +228,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 1317.32, + "value": 6.84, "unit": "%" } ], @@ -282,7 +282,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 1317.32, + "currentValue": 6.84, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -405,16 +405,16 @@ }, "assessment": { "label": "재무 기반 우수", - "summary": "5개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 영업이익 CAGR입니다.", - "score": 4, + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익 CAGR, OCF/순이익입니다.", + "score": 3, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 1317.32, + "value": 6.84, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "neutral", + "scoreContribution": 0, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -459,7 +459,6 @@ } ], "positiveDrivers": [ - "영업이익률", "영업이익 CAGR", "OCF/순이익", "부채비율" @@ -475,76 +474,215 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.1-TrackB-diagnostic" + "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, - "status": "blocked", + "status": "usable", "conclusion": { - "label": "등급 산출 불가", - "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.11, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "medium", + "score": 85.0, "method": "validAxisWeightCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시" + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" }, { - "id": "credit.axis.회계수익성 프록시", - "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시" + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" }, { - "id": "credit.axis.회계자산위험 프록시", - "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시" + "id": "axis.유동성", + "label": "유동성", + "value": 54.01, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.1, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 13.2, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 3.3, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/000640/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/000640/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/000640/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/000640/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/000640/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 13.20, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/000640/axes/자본구조", + "status": "derived", + "detail": "위험점수 7.24, 가중치 20%" }, { "id": "credit.axis.유동성", - "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성" + "kind": "creditAxis", + "sourceRef": "dartlab://credit/000640/axes/유동성", + "status": "derived", + "detail": "위험점수 54.01, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/000640/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" }, { - "id": "credit.axis.규모·변동성 진단", + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/000640/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.사업안정성", "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단" + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성" }, { - "id": "credit.calibration", - "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", - "sourceRef": "blockedReason" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": null, - "score": null, + "grade": "dCR-BBB+", + "score": 20.11, "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 21.08, + "assumptions": { + "scenarioStress": "moderate" + } } ], "falsifiers": [ @@ -552,75 +690,84 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory" + "metricsHistory", + "narratives" ], "gradeHistory": [ { "period": "2026", - "score": 46.66, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 28.62, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 51.49, - "grade": "B+", - "pdEstimate": 4.0 + "score": 22.88, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 58.75, - "grade": "B", - "pdEstimate": 7.0 + "score": 26.17, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 57.47, - "grade": "B", - "pdEstimate": 7.0 + "score": 34.0, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2022", - "score": 61.49, - "grade": "B", - "pdEstimate": 7.0 + "score": 48.4, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 50.18, - "grade": "B+", - "pdEstimate": 4.0 + "score": 29.07, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 36.36, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 27.46, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 50.61, - "grade": "B+", - "pdEstimate": 4.0 + "score": 37.2, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { - "validAxes": 0, - "totalAxes": 5, - "validWeight": 0, - "totalWeight": 0.0, - "weightCoverage": 0.0 + "validAxes": 5, + "totalAxes": 7, + "validWeight": 85.0, + "totalWeight": 100.0, + "weightCoverage": 85.0 }, - "eCR": null, - "pdEstimate": null, + "eCR": "eCR-1", + "pdEstimate": 0.15, "notchAdjustment": null, - "divergenceExplanation": [] + "divergenceExplanation": [ + "유동성 축이 54점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] } }, "industry": { @@ -633,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -760,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -806,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -826,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -848,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -940,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -959,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -990,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,8 +1232,7 @@ }, "statusCounts": { "partial": 2, - "blocked": 1, - "usable": 2 + "usable": 3 }, "gaps": [ { @@ -1097,45 +1243,17 @@ "engine": "analysis" }, { - "id": "credit.axis.회계자본 프록시", + "id": "credit.axis.사업안정성", "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시", + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성", "engine": "credit" }, { - "id": "credit.axis.회계수익성 프록시", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계자산위험 프록시", - "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.유동성", - "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성", - "engine": "credit" - }, - { - "id": "credit.axis.규모·변동성 진단", - "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단", - "engine": "credit" - }, - { - "id": "credit.calibration", - "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", - "sourceRef": "blockedReason", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", "engine": "credit" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index 296a9db1e05810ce98b9b63a5e05d5906d4148cc..680c83a0d64ffc638f75199a94863bbbd62d1713 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index da1ad0fd9d98930ec6f2ff81873b81c4201d1a7f..2d795bf7bffb7304929c34670ee699f6a33b66d5 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4e784cfd3eaa", + "target": "000660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 0a4ab5aa7cb4aae40a1d50b89e0e68aa5f728efe..32560aeccdc67d2b6acc68bf56811f4aab50fc2d 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 8a690fe2812e04b2bf102f7023cdc1dc7ea23eeb..3596480a1dd2e68ddd1e35f1150caef74375e9f2 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 795fae34a55760abd4d300712f86e1293807e561..5609f8dfc584d9c3b67a8a7b1f12c6705a7d0698 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 8943448726295fe38f7c24431d64fdfaba0b3199..b6a82ba2af43437caa45b77de428f4f15ac101bd 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 948c4fb43d4a505f6eb7b993e8daf044fdfe0316..41f3545b4afe3447dd19d7aa634dd56c7c4a0894 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index e1ba5b0287bde04754912475b869e8c429dda864..311aea2e468c4c50d3ba720bfffa8a035cd2bc33 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 10b22f8d7621e10513e8316d1f4731697483821e..66f8df1ed4747ff78c417a8908cfe02ce8aa8319 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index 0f433e4942634642310a8b67ce0ed58bc210c1bd..a80aacbb65e0acd1f0fc297b98c7957f3c4c5bdd 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,28 +1166,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 2d388af1b1b19eda8524da0818e936d7393a9538..852ce37dbba122591cc7f8518ab5a4aa0da2aae1 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index d98186177b21d617955c024152674fbd59dd5977..0c689c0759b9ff2eccca5231a56da8e86c6694aa 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index f389528918ba43e27c5ae07cf8c6b2b05be1675b..69cad72216f4ceb7c64cc243169c3c36ebb4cf9e 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index 4ca1c2f65d78260c77703e37da0eaf9ce11ce1ed..b00d897edd05786d7ff61bc62f6bf978a4dfcaed 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15cfa575e8a9", + "target": "000880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 5322ee35ce3a1d46e1c93682eb7e4daf2f39bcca..6f632cfaec5022214af276175292e58107f6fa7f 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index ebb43743ce9c67b218c8b84c6d2d57be69ba9b16..955eb543aeaccdae0157ac16ccb747bf4c4ac7cf 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index a2da6d524e2ed7f83c467ee04d6e3e2614f92613..dea8548ffdbb5ab66c0055c2bdcc8827da172923 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,13 +1220,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index ae42abe2a37cc4ecd4fbf439758c3db8dc737951..73feb3b4c86baf0aebbc8a4d13584fa778f0099b 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 7fddfa9bb363a222c10f47c1051d0fed1146c806..50289b3f20693897525aa11cd39c99149dacb9ce 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index 4ee5eebad43f54b16968947d11f8df0be341dfa9..805aeed677f181a6bab3e7d3f78228d5dde51b70 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.54, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.20, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.54, + "grade": "dCR-AA", + "score": 5.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.87, + "grade": "dCR-AA", + "score": 5.67, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index d02bf4ccc5f573503119cfba93731dce84de75df..909c8402d281d1a7a53b7834d9a5ce863d100c8c 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 43de3b5a69d2ae34b2ffe555bebd63341d918ff5..56f59c257177f12d6f45e38442a3a95668ac4b83 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index a908ad29bf14671c409318b950d0d517ca65b721..71c6ecd990e43ea9d95156483374152120a5f21b 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index ddfadaafd111beaeba91fbdef99de2395b2332a9..6ef08f89952a1e87c703a09d2ce2bde9201f9327 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 필수소비재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 71ae6553e3d06e25a51a3ef321c9c7b11559a42d..873f32be621492f29f8a542f3203c9f7f61a5bce 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index a4e8740bc0503defe721ce4ebc2b7b2b94e91c77..9d40a5fbbcdbb9732b41ddf24098d1065a56b9aa 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index 16bc1698883a88d55dd59d854e64ef839510773d..01be188e629e931acf5696461c72cce0bbedd5a9 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index bcdbbf2ab1aafbdb13cee647859ecb52382f806d..4ab6dbbfe8015b8a421b520ea5989b7812c2ea8a 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,28 +701,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010S0.json b/landing/lenses/0010S0.json new file mode 100644 index 0000000000000000000000000000000000000000..cc33cc2b82ba7542ef2734ca7dd5202026d04bb0 --- /dev/null +++ b/landing/lenses/0010S0.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "0010S0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" + } + ], + "noComposite": true +} diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index a02f17469d2b194be8ee9cb7925bd3b7870c64d3..635d1c2e543b6f287eba147fe1e1c3d220e78cff 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 3ec8910809bb972326faafc5682671cd86a65fa5..7cfd06985e9c04e5ee79903089e87323d43eee98 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,15 +1440,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index f76c2412c9ac53fd70623503c24d82c438faf503..50ba11360110bfecbe8658f32f95a61df12f42be 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index 58c4a9499ba1fca4ca8556c0a077c5a95ce22484..002cc12e8f25ed1263af0955ccfa260c579ee237 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,28 +1192,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index e8f42ec3457d9705194aa309e7bc5b5d6213269a..6a6e3d7ddf574481a4c603a08e2bb21697ebe060 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index ac55bbc87f784d6bf1dfc7d1f6dc1203f64a7d29..324c20731b98db570b757834bc2bbe120fbcece4 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index 97a5a663a89ac03d26d151e641f5027849b327fb..3d9cc74579160548be63af3a7248da4a069d6c80 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -817,7 +817,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,15 +1300,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 407a0a08e5cc1de099169bc77e6ea777428d4b52..215907503a9bbbf0811834087b8d952befd553f4 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -972,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,28 +1198,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index 197d6298602f35f6575ed8b9c1b219fec2e3e48f..b5caab51dae5532f479be7504ee53d2c2e2194d2 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index e7fc073a4d2739e57778c0f39b066bb70a428200..1e37f520f48baf7232473d4121a85346581c53fe 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index 6f874fcaf3c40c81b25e06fb928e3425efd61bc4..ea495fe85eb26e8a9f02291654db1089e874c71b 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index dc7809687f8d2788302456efcaa8451d93c6be05..63ae8782a2db711d427e1e52f7c8d5783df44b7c 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index f41d3441dd38b1916ea7096ac27faaf450cba666..8b165d34e707f645c13694760cb228264e784a42 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 926c83f1cd8181a48d384e7f35d53c6c7aec7012..ef867356dfaf67c0ad0108b5dfea20219bfcee99 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index 7a793bfbaf3632b6c7f07b935d6c241829c7a717..d01fb0d995f0e30f31c3da606b429550e65d7947 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 8870.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 8952.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 237c511a1de327e905a0a21532e9acfee8b91740..271cbea81586a2c8c754794ee292228257f8a0bc 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index 20cacdd8873f8120d38954562de428b3a877b3c5..6af7f52cef74179db60560d9aff6dd7625fa564e 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index cb2774900384d31c2a8ca0611dc77a4ea3ed37b7..a5d3335a20382235f15ff84ff349b04bda3084ee 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index 06ccd9f86230d7fdeaca7594674cf1f9eaf9c55f..996df2ecd8d5195c97d526ab90a8df658d15697a 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -689,7 +689,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001420/axes/자본구조", "status": "derived", - "detail": "위험점수 0.18, 가중치 20%" + "detail": "위험점수 0.30, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -771,49 +771,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.22, + "score": 0.37, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.18, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 23.93, + "score": 24.05, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 37.06, + "score": 38.63, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 24.07, + "score": 26.46, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 20.8, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.32, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 20.99, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.06, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 0.18, + "score": 0.31, "grade": "AAA", "pdEstimate": 0.0 } @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 22af97be10851fd77d7c83ed640b88f3bda02a29..335fdc67924681e59cf7e4bebe4afdacaa6bcc56 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index 328ac325b559d13c1426ef05a006643eba3d5d65..f286991f76688b8156851af11939871da8613fca 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.98, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.48, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.98, + "grade": "dCR-BB+", + "score": 33.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.02, + "score": 34.37, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:130c84b3fb06", + "target": "001440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.922 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index d6e6ba9d968b5f317696358c958ae473b03a124f..4d2414d58696dcdc77c3ec23a6d5c9ce49e6bbb9 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index f0caa4a627a53fd016f94292a3e6e7fd9301d32e..03de8183b371fdaef1c620bdfae9ff404f832263 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index f9d3ed8e0ea7eb9fa3e846f411ca4015b738894c..5a63b00fcb5ed665083e0b0c0fcb26543089c983 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index 5afa106f3e6292a2b94e6ae00ecab6cf0152c0d2..9e351715fb6e5bd888d8eb7181a22a9b95da1212 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,15 +1157,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index a8c8eedb0476f263eaf37487297306a04d7e051f..c0666b4af300684f509cf27f3c4408ec27bf5e60 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -621,8 +621,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -674,10 +674,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index ebd37aa3dc9ba1c3bca136d64bb94736c4a21001..29cfe91d7412a9d2bd3e880f5cf1cc1d7dc0ce5c 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 15.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 974b102935a9e95307b52a9b4328b0225b25817f..25c460dd930cc4980e965e6e3b84c24ba96fd974 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,12 +1557,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8fbb6a182fa1", + "target": "001530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.66 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index f5fe1f0149dde3e769e01f7715fe20e89e72f9b1..f8e7d28cd8daaa5703b6677999f53be1a9045851 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6da5447a3d85", - "target": "001540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.511 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index 4fb05efaec695b8543069259273c1471e2a2b71b..f0f03713692aac7a19f30acfd3fcd10f0fe858a6 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index 135dc98bef521339101e2668386a203ac69aa71d..5b253b44af0231a27a658bdac14974c04b64ca39 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef572bf07478", + "target": "001560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.79 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index ed5ee762b87e27501d8ed6c7ad9d3a82370030b6..ef9242424ec08ccc71c95dec2f1edbd35898d340 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,28 +1238,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index eb96f2844eb26482fb8a027721501d0699a5eea3..3208568b46c9b7746031c1c96d25a57e8e0fb9a5 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -613,7 +613,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 338ef9996b1edf114e89b39a98a55d9fe7cae220..61db3c8346143ad340dcb98668bb84c0e0b01062 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 9255f1918804ac6392241c829726aa9a49ff3e67..0a980d9b23792f659c40a029c6bb0b5f4b6aeaf1 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 1e32f403af036e0a056e1d18cb86cf19e4f2701f..9cfaf5ebcb795d4d750a750ae8f2496fd5e0471f 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 3332b4d64a3a41acc31018faefffc54fc3d7a19b..52cc323fa9ac21bbf237d135cbc8e7506c1da6a4 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index 3dd119893f07add38018d5b9a4281c7203326e00..edaadc082dde76229ee85c4eb79049573a336db6 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 5e1df79c9dcf27c5e52afbefe5b4aa46a131059d..b70331bd2d55cca2c06aee004b6c037902cf5600 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index 4a7618a1c518b7d9c3502924d5c891a05f31081d..bd57bf5e542483db664329df94cb3202b02fe8c6 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 59f3598f639e8f9e5a7d314c9904b968349d8b90..88727339fa68f6e277dfa6bc18c9eb5486a1c75c 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index 4e938c81ee56846117736708cadbbe7579850ea1..ed69f07eead557c1d037cfa4def5838187609efe 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index 91f0e9a114fa2d5688b7d4c30d69d5a980f5e140..c659e39400c2d06e15b89cb40f58821e9580cdf4 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 20.18, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 33.07, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 34.36, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 48.49, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2024", - "score": 36.57, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 51.23, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 32.08, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 46.66, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 40.16, - "grade": "BB", - "pdEstimate": 1.5 + "score": 56.04, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 53.83, - "grade": "B+", - "pdEstimate": 4.0 + "score": 61.81, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 37.69, - "grade": "BB", - "pdEstimate": 1.5 + "score": 50.52, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 54.37, - "grade": "B+", - "pdEstimate": 4.0 + "score": 63.16, + "grade": "B-", + "pdEstimate": 10.0 } ], "coverage": { @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 3aa0336965ce1856471d302e6f8d48d7245932a3..3e1b326f625af3ca4b765410ce6962f3523ec308 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index fadb52a6d53af11e52d35d51d31fe7df90897c06..bdc96633f617cede5156ec01526298d9452d5b21 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index 3c17a536d2b0c17fe70ea889058074428e60b91c..b277ce62d897d6d917e725f41bef2223d265169e 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index 7708d0bb5910060dca42f49490673292e478a460..bd60c7bed82510c0a9bb89b09771b61a8b29a829 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index 7f17134eb646d937b9a09f9d68a5c3e2bd7cb263..e2d69360fa96cd94e79adf8adf81a99e0eabb6c1 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 2ed4dbdde48d5d9aaf5749ae5fe627f389b001bd..aa37600e863ba1bd92a8f0ecdeafdd3430849441 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index d7716b53a671b98392fe584474334cdfe5da22de..829ad6ef5a5af93f5b8a6ed49a4b883d29d91aae 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,28 +567,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index aea8649303a1bf7844cfe1f0b1f402fb616d87da..a3d281cbead1c26d20813528357a1064fa1ce76d 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 703b08096b069f051c85035e724126185b4116d0..3fde8eabafd67a5c184899824ef8aea09071b6c4 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,28 +637,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index 1b3441e49e3c7461674a72bf6dde24be2605b4af..bf8dcb8b3c0ee7dda1512e9cc8cf5c079eef5244 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index b25ce7e9e481b5756bd7185b6e34aa3f2013bd61..6fda73f705252711a394499aaed4985519212903 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index 1bb5f3d1524003bf503881b1d30cdb6c3c00bae6..b36f43561d6671161d090028f7b8386e3341fba1 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index a9a1496cca4635e943a2388bdb89a5080eab7193..55b2f1822be01f4f34cfb388f2bdd4e42e55c937 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index 1b1423b34e05d6e35b4a66146c278b3dd43858ee..a38ef6d207c3f8115f08491252d7e281116a6fe9 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index ffd7a8a78dc4b932bcaf67a7e621544ebc23493b..0583e7fb0f22a566993d7fc7fab7c3e4e40f1a24 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index d0602ccc6dac454640872836cd9d5424aa5ea681..f7432cffd60a824b3b0a3a433b67cbafae07de27 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index fc7919a55062ef4a279fd223e4097296ee5c4d18..62a22bc53f2cb6b31f3f20daaf9b1d1f482b4216 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index ff6347a9099b3b06339cbd74b75b29ad4a28e5eb..80eb359f2b8fe414542e8415dfb769be17cb7fb5 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 617f45e1ef55a7b9f40e3f417a49f6208041b006..59c633e5ab9bb0e692506cbef1b267e51d632c7f 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index ea96cc2ab6e7a17f2a8ad22e3cf3bfe1d500701e..13f8b88fceb4bb227ec9f5362964c7cd8dd79520 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index fbefa8dcce80b5196b3618a6634b0d53a3e089a0..3e1af4bc0db3133345f4230315fdd2a045ff7bf0 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index 95fd2b9bf93e5276e020f396d78ce39c419868c5..ac6829c9695fc29029f53595f155bbd9ac645fea 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index 1c833a698d5557ca2c6147cbd46ce81ec14ad365..a7c5ba7f45f2611beeffcae7f18d6bed2ebdfb12 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index bd44df6cee7783281bb388a4b5c0676e4130954d..35aa8b539c1f5aac7549d365eac62fa47a7cc39f 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.2, + "score": 32.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.82, + "score": 34.57, "assumptions": { "scenarioStress": "moderate" } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 6bda769c01cf3857ef1ace0ea9f762e13a7d22b9..6c786bbb6a4bff693669908e4c9ff5fa87ca2031 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 62c9619cf87b3e02026c0b1d391f21ae9fe5d3f2..de18fc73d581d43b0b770347cb6b76294d64af09 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,28 +1260,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index 5527faef8c1e220380a90c1984b5f013bde04189..d77937514f8d140c548e8d607a4d507008d2b24c 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index 57a904d4b612e9354f763e0f0285246a6c85cf0a..6de552680a8ce3408a9ce27099b5a4cfe78ab2a9 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index d3e03005658f4223c3a44b3f87ccab8468876dce..387b49d082cbde554d54277011e5853e405cd047 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index 55c0c86a3850e43230a7d0f2d3436f2c033b9c34..c292d6515b3c5f79df0e176b3f8e7090a30c1dda 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 52b49974bb40062b992f1538e6f7c57bb1d43eea..8ef70a0df4f769d70a2c7eb5eb4b84498fd4fe27 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 401bd360e2e02accfdf97828dffa892b79a29b26..a0ea68fee82a8fc701e3ea0dca00aeb7812f82c7 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 2aca91abb52c0a0c5c2f35ff56302bea52d720ca..0f865b28935ed1a6e35a9403c05c63294584bde2 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,28 +639,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index 3e9bfbbf2371568c9e5e1a892904e2daed2c75b4..add31dc0026b390ee6598b3edc8b24d2970e7685 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index 173d14a7276481b33aff19580b0cd11b8ddc9dd8..78f24ffe295afafd61224185f214b6fd5c79ad0b 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index 03cdfa7faefb5a3454b0f4c1338fe29c88bb3fad..fcdb1f005ae0442dc16fad36fbd8303051454bf6 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index 5ad554b6f593b069811315f9412112d82acc8e0c..ab17b3eac7dd4a7a0ed9bad6573f7048598c5747 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index 9e8b3ddfbb5ee7b4b2f9b98fd2d6bc234da3bad3..168dbd26878ddc8d78b0458f0499d0209a2bcd86 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1226.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1140.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index bbe89969574f9ebbb33e587c768edf1a684e5190..efc1e80800365bf67f41c00d955c10009f01ca05 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index 3cc0ccecddc0b8b36424a0a86d7c21b21407fddd..88b7efaea8c58ba1905a1254c7a3cdf091b53342 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index d63081849f4e4a173fdb86064c904939411f8350..7874771f1806b19fa7aba5aceffcbcb6f92c4433 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1676,7 +1676,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1698,7 +1698,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1716,8 +1716,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index e4d639175e6adde41a72d950bc4059953578b57b..ddbbe8d742709f770ad41030b045fbbbc56ecb76 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index 252b55658c4bc130eaeb8e1d2c6488bf2e774212..508c26408ba480324b5848f51615ca0726047286 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.84, + "score": 5.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.35, + "score": 6.35, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index bd954f27d6de7a5db340dd40b8dad67404d73eee..dc4cf714f652baf2790e200d8fb64256e9d532e5 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index a86c7806cb12bba5766797c8c30313ba08147705..15e9fc237fa1be65828b23d5f79abb472ac1ef90 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 5d005f03757932e1a8315b9e4a427e25d7670135..40d5ddba504a5c16d4ab8829dd6912b80f83e38f 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index ad86bc1369ba6d178836f1153d41b79405214bd0..4f4ca6ab36f75e94c73aa90bb60c603e62b31ac2 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 11f03d7e079de2f566a30238ff19023c85e50470..3d8b9c370cbdbf435825aba4e3b7f2de94ff5203 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -589,11 +589,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 50.42, + "value": 90.0, "unit": "riskScore", "direction": "negative", - "weight": 30, - "contribution": 15.13, + "weight": 25, + "contribution": 22.5, "sourceRef": "axes.채무상환능력" }, { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -691,14 +691,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002820/axes/채무상환능력", "status": "derived", - "detail": "위험점수 50.42, 가중치 30%" + "detail": "위험점수 90.00, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/002820/axes/자본구조", "status": "derived", - "detail": "위험점수 33.98, 가중치 15%" + "detail": "위험점수 30.37, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.44, + "grade": "dCR-B", + "score": 56.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 51.24, + "grade": "dCR-B", + "score": 57.44, "assumptions": { "scenarioStress": "moderate" } @@ -778,51 +778,51 @@ "gradeHistory": [ { "period": "2026", - "score": 26.79, + "score": 23.33, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2025", - "score": 53.75, - "grade": "B+", - "pdEstimate": 4.0 + "score": 63.89, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 70.92, + "score": 70.86, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2023", - "score": 63.51, - "grade": "B-", - "pdEstimate": 10.0 + "score": 71.83, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2022", - "score": 67.25, - "grade": "B-", - "pdEstimate": 10.0 + "score": 72.64, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2021", - "score": 64.08, - "grade": "B-", - "pdEstimate": 10.0 + "score": 71.04, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2020", - "score": 65.36, + "score": 64.49, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2019", - "score": 51.21, - "grade": "B+", - "pdEstimate": 4.0 + "score": 61.49, + "grade": "B", + "pdEstimate": 7.0 } ], "coverage": { @@ -833,12 +833,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 50점으로 등급 하방 압력", + "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 11.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1180,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 0cb84ea2165db6c9bef0d26fe6a793cc5df336e3..9c499f4e7cf271ab64caa41497641210cf6c81fb 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,28 +1266,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,7 +1600,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1622,7 +1622,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1640,15 +1640,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index 7e415589e06d4a779815813854b6abf244b2b15c..a094ec28e1c644a0613f8e5aab5d807afc16b20e 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 9eacdb0e7c920dd26b18985534a2a183b6d6db97..241edd029f5e40c4843e4c4b82d55ade891a2451 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index e0c9881ac133ca05abfc9c2496e92aac9f470b34..458efc704d8d723dd7e47bd15d48b7ec7305f249 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index a41f07bd15673c55e3fb4081da2622190288a12f..649a2c645047761b1615380b042e77a76a1a93dc 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index 7861800092aa925f010964bf3f46df6962c85c91..2913c850cb4f02b2c0c40555621eff11e73b1f45 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index f90f9b03ba96e004e6db3407a4a79ddd7ec67df0..1f482caaf2ed0336876f68a5d9cc2a0b49a7d2da 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.35, + "score": 25.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.49, + "score": 26.49, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index bb207671da38c24f10fd537e21ad9699622716f6..646361209c56073c3f19128096a54f8a950c391b 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 29e26b1cce3c6e918accae34315f65950a8f1ef0..9afe3c8aef3a39ea99856305423f873c19030b47 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,28 +1152,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index a19ba4708f20bf4f556b75a56fa172b766f3e644..adbad74182874a82bf480355330aa0e9cd37fa37 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 0a8e78cd713dcc572b68cd08c8a2d1a3563b008a..432f4431bd9dee26e1237a4bd3f34f6d0203d174 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index cc50336bde7ea6e789a8b357f4b7e40ced6fa458..3a7f594546d5ddee68b46cf90697a315cd4bde91 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 4befc66542372ebaf8bb80c40258240e577f461a..aafe3018ce9280a7523b440ebb5b390cd854df3a 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index 794f301e45a7477dbf74afcf8d066d3e587876fb..817e685ae1455a128670c178ba6ab796e7ef2dec 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index d072410c5e42044e52b8229df75a0db3c5ff6da6..2b23d46ce7dc9a3ca3c871be76e6b82ccec9d598 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 11f821db363cf6e02c8662b178ef04f3c810dec5..9120097988edd2057d6f5ccd1e44898cb51e0841 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index 9406833f1eaf1b4a76274254ecbbf0f244ee3e9a..e9a003590cbfc01451666ad8898f62f49e504e44 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 78e5fc3736d61164bff5c3ef94eb1850baa162cc..0e6feb29b77523144f33c2d8c728f9d1927fc3b9 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index d3ef404bb1dd4565cff86c70dff9af0091ec0d0c..0edbe30539183bc0a3f91809055250ade76cdcb1 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2e9b2bec9aba", + "target": "003220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index bb8215a023c76560e1231761bc875554e71c043a..356d72d70a54035355e7127e13e3d22d4b88ff8b 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index f27d45f740ec3dcf92e0b1f71ba5fd006c0d4315..e3f581082389e09e158842cd764513250635bb38 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,12 +1596,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:de7e68be5885", + "target": "003240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2022", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index d25cacc4fa4e4cdb56c1cb2ddc2a703c144bbb33..fc977cbe3b12837d3736dbfee907de8ab80a1821 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 510ea83c121c6abffc5a8babe5eab786af37e1eb..2230e1d9debd04589377b5a0037b41a363b35d4c 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 14.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.10, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,14 +650,24 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 4.1, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 12.5, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 0.61, - "sourceRef": "axes.자본구조" + "contribution": 1.88, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 36.21, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 9.05, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", @@ -668,27 +678,17 @@ "weight": 15, "contribution": 4.07, "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 19.63, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 1.96, - "sourceRef": "axes.사업안정성" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", + "label": "현금흐름 창출 능력은 양호하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (지주사조정) 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "supportive", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003300/axes/채무상환능력", "status": "derived", - "detail": "위험점수 9.69, 가중치 30%" + "detail": "위험점수 36.21, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/003300/axes/자본구조", "status": "derived", - "detail": "위험점수 4.10, 가중치 15%" + "detail": "위험점수 20.63, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003300/axes/현금흐름", "status": "derived", - "detail": "위험점수 6.25, 가중치 15%" + "detail": "위험점수 12.50, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 14.37, + "grade": "dCR-BBB", + "score": 22.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 15.11, + "grade": "dCR-BBB", + "score": 23.33, "assumptions": { "scenarioStress": "moderate" } @@ -837,8 +837,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -906,17 +906,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "지주사 별도 부채비율 8% (양호)" - ], - "monotonicGate": "A+" - }, + "pdEstimate": 0.25, + "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", - "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", + "채무상환능력 축이 36점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 0866206c63801a3417c880d949209f8b3460d986..7d41e5b3bc350808ebcd9c5f5e73ac71f8557508 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index f89fab5b5c072a8ac8930d1383befe9a0d26e475..87d59d12cec9959e98f8dfcb4318ebd79f00d608 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index 2ba7f66701b4fa4592bc6d2c78e664b1f15fb08c..ef4848f146167c477b3309e1df7181724fd9c8fd 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index f6a9f64015e36723c192a29a688d55b8350b93db..bd27ae662f9e5eaf4c95f4064b364d8629570749 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,28 +653,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index 992b779bdda93272b93228ac3a023d6c218475a2..8dd4ef4593371f802331bc643d43cab620a33513 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,28 +1151,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 4eef2694b010e1cc6b6d928a9d04acd972aa12d9..cd502796420bca239759bede77830d1ef9109d88 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index ec2dbfcb073dd1823d3466f7b7967b77bc03d45f..921e95e7c9fb4a143e9d4f87b6df94c3d22375eb 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 22fc7c0c1b33d05e02fe81f1bdecf3bcb0b37087..8e47c2335cb5e7ecdea94e89f9309d996fb40741 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1510,12 +1510,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:db04c5822fa1", + "target": "003480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 0ff8301d8b14a89d357c512af9302d711ade1810..ca447b931826cf3048e40f576286fafb7e344c99 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,19 +1285,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1576,7 +1576,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1598,7 +1598,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1616,8 +1616,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index 54b7c74e3536c2ee5ca45c49e71001fc05ad346d..9ea1bf057d43a8fe80a6b5acb98852df9db3107c 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index 8f90fcd7bd85a2d23e88ad11487ede95b2981961..ec77de2d6467f192921a5ecafa5875f41888bf53 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,28 +1176,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1571,12 +1571,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:808529f12a28", + "target": "003530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 92e611305f7635c9e64fec0a5ef3a7687cf5d6cd..48911ad982637d8a566f6c4d4d26d1a721edb349 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,88 +1192,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6d0725c68afd", - "target": "003540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 41cdfaf14c9642740b0a8067484736b3105817d3..1b9ced8d655ebb0a5d78654145c81697d347e70b 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 9e9090f14220410cd601edcfb94a4397947436e7..6f093d306f5c1f9d90402c20bdae66f0583b24d1 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,28 +1263,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 7fa9361a63479446dc211e90d335012c004d3541..bef265e9e932c0ba62da4de6a9bcbde0a5e79506 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index 64b71eb55b88c592e496593918d8ca3f88c7e256..a234fe56d231253fbf148862467f8b0c99d72c4f 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.91, + "grade": "dCR-BB", + "score": 40.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.57, + "grade": "dCR-BB", + "score": 41.32, "assumptions": { "scenarioStress": "moderate" } @@ -834,7 +834,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1480,88 +1480,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8cdef5972054", - "target": "003580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.493 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0035S0.json b/landing/lenses/0035S0.json new file mode 100644 index 0000000000000000000000000000000000000000..d8de73afe6e91fc3b2a26b3633c6b9561be43ab0 --- /dev/null +++ b/landing/lenses/0035S0.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "0035S0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" + } + ], + "noComposite": true +} diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 43e4f12c70c49a925e952260d1cada793ec56ee0..68370ab31959a9460598eac662621aebc39c051b 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index 0a1ae3f8db1ca5532538afcba89b0b566c918d52..b30e04ec06dd87f84bc4f3cd976f256c3a1ac74f 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:140a29193c30", - "target": "003620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.497 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 14a9c4447e9bd0d8b320a67f02844d4c8c936198..dd72d785a5754d7c8056dbb9baf4a93a5b05e296 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index e21e6ba8a930a87fbbc8d5481db419641d451f96..30aaa0ad812b6668817816b694232e0ec2f703d3 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index 43e4c3bfb12cda100793fa6cdc20f1f6be492ad4..34ce92a154e1cab30f02cb7748460aeaa44bda0d 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index a0b14e9ba8a505b7adcbfd6bca49421667931629..4f435fb9be66d5281334c3e411456605c82651e4 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index b4e08df5e01542f7bbc56b7501e9a4ae4232f519..b146e86863dd7bd53bb0415e301debc32cd4b361 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.76, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,24 +659,24 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 32.74, + "id": "axis.자본구조", + "label": "자본구조", + "value": 38.05, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 4.91, - "sourceRef": "axes.유동성" + "weight": 20, + "contribution": 7.61, + "sourceRef": "axes.자본구조" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 32.73, + "id": "axis.유동성", + "label": "유동성", + "value": 32.74, "unit": "riskScore", "direction": "negative", "weight": 15, "contribution": 4.91, - "sourceRef": "axes.자본구조" + "sourceRef": "axes.유동성" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003720/axes/채무상환능력", "status": "derived", - "detail": "위험점수 16.12, 가중치 30%" + "detail": "위험점수 26.83, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/003720/axes/자본구조", "status": "derived", - "detail": "위험점수 32.73, 가중치 15%" + "detail": "위험점수 38.05, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.76, + "grade": "dCR-BBB", + "score": 25.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.37, + "score": 26.87, "assumptions": { "scenarioStress": "moderate" } @@ -836,13 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -855,49 +850,49 @@ "gradeHistory": [ { "period": "2026", - "score": 22.69, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.79, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2025", - "score": 21.3, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 28.18, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 18.35, - "grade": "A-", - "pdEstimate": 0.08 + "score": 23.3, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 20.16, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 28.34, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2022", - "score": 48.56, - "grade": "B+", - "pdEstimate": 4.0 + "score": 47.66, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 29.71, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 37.54, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 37.84, + "score": 40.12, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2019", - "score": 63.4, + "score": 62.87, "grade": "B-", "pdEstimate": 10.0 } @@ -910,10 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 33점으로 등급 하방 압력", + "자본구조 축이 38점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1598,12 +1593,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cf39ef66010e", + "target": "003720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index 9f1ab34ddf0049356acf835a65e25bd913a8daeb..f9f7ba8df6a827461720ed6d84ed9243ddab70f4 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 0bc4ba14167430cda714c667d93dfb7114f2cc14..4b6cb748f91ddcfbf7837696155eefedb35b862b 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index b5fb9e97a886891750bcd32e5bfd611bc8fd8762..de516887be57df4802e10fbef7ea6b80b1e11ead 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a6d9d0ca29d5", + "target": "003800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.729 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index e05ff6b965e766710b924df11efebd3e55ad49d8..3d41f6a4148458c11503d3bf5b819feaa3fbd66b 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1014,10 +1014,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,28 +1150,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index e94057a36b4296a8cdc010043868721653c0a232..51d97d705e3bfd0a2fa2569294e67a8d0655afe7 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index bc8c1bd4b1303c3c6e9f38b52a2860ca1735dfe1..03c357b69b05b25d3772f0467e09c918074233b2 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index 67fda3cde5ec04f2ce06b84ed83c9c7dbc0edd65..0ef48a19b0646f8f6d91f02b1f3dd5d2ee1bf009 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 64e25cf778f7b42aa41594b74cb7229fb4140949..81a39f56de68169decfa6a0e176c4f1eda335375 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 3ae827f01b4c000581e282b2bbe4b1cd45004f79..8ebe9a8073fc011caeebe59e0f1ad6f523b09040 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index c01069672328eaa4a56614e6073faf15bb16de35..5e7ce43fd50f2925ceb0b240222e5aa14209e1bf 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index f53b2be55dbfc071330d39f1809f3538fdb14583..fceeb587d79b97ca8a7831ef7c5d1d3b1bdd9617 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index cf9c045901fdcec12b2042a390487216da8abeca..fad32cce45d21961543745521407af1b236d74db 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 8d275f405ad63f892e76b8b345a76b260b64a20f..f53080372b613cbb4da6cfc671fa459ab66c80f6 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ba33ef1a01fb", - "target": "004090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index bc07798da2bd931f582b05f6392478c847890eb5..240cd141dd88cc24272b08d6024f5fca8914fe66 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index 0be804dcecf5f300527e50bbc8f0f03dda469889..0760856837dd10544de3bd83d696bb9d24490418 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index 8c451b25d89ff11dee1c8a2dd8b7ba9c8284a42d..299a2a0e44b1b0e7911ee85d33bf8a76b00df0fb 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 96b9566121333ba7385ccf64616069956062fad8..ca09a1b954da84245cb744c0f6db3fb9671c176d 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index e135dda881cbc5dacb92ecd014854b7d2bd643d8..aa9fe4db1f5400c8b8a211797c3a7cb95ca2a55b 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index aefecf49a120293abb8f06fcc1b6a2e6f6468825..12446d65b89006b263145db5da953e588466ec2b 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index a2cb11accdff838d9ef6d6b6ee3c2805dedb8a22..3afa633fda8c3cea5342bb773462ec7f6533bb39 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index e80bc12913970d2d309e3abe260b45d971069c76..a7b6eb4d919858c3355020f3acf95e309ab90771 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 90707a71ccb11fd1688c5cbb684abb3eb7eb8e23..0f3ca2408d77ee61b1de97b462701a8c17228011 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,15 +1510,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 7ff10fc0381f49821f9c3271f959dd69b6a0d3aa..3ffdfc25c2cf96fbacbe4ccfa6183fdf08f37730 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,19 +1280,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 86e0b04c16b3e69fe9a15fcede58b92c320a18ad..841bdad9622dc6c536be138140ba51bdc4c12415 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,12 +1555,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:24b62eed779d", + "target": "004370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 4225c471ebdd3c09bd8b4066c0646d5ce6350dcb..26266f53adc7432676a4790c9b35d7fd2fa49c01 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index d51638bbaa95e9db6dc1a0c374c7ba763f54f4ce..069b40f88d2ef5efd16b73c3f0e6b88124071759 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index 6a5c7eae608f9ed4ca09073a90a9367ffc3200cb..c2bf82dd615acc4360b0ea43df5f038f4f143d4e 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index bc347da9a9af9f654cdf110ac01fd314f10dbd62..13672816e87b7ec94f6aec20372413271fccc9b6 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index a79a01732ecc6f5ea45d83c107d1e9e78f897f81..f6a8d4fa5d0fe139f0bd19d3c081ecaf0565b123 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 41ff91a5b6a378ff216cb2a2bcf5165d2f395927..c5efa9e77df4e4246d977612a586a0c8f83925a8 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 20ee2fe2f462c444af794bfa1ffa1e707914422c..6a3e63d9ca28e79513596c12643bf2f9a134b962 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 37044e819b48e41ad1f6bf56b1a50d4bb792afae..379ad1ff83df5c6d8e9b5172d44ec1b6f85ef57c 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index 6b03b6932f955175a59bd294a58814c5a48d46a1..56b23d57419faac18c4b574c2ce061d4f626a068 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fb5fc1bfa0d2", - "target": "004560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.368 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 49c9d03de5777681a1715bcd70ca9a9392278704..b6bf755bb5325efc693f3a4310d68bfd658e3ede 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 884f127292aa58231858acb2c35881b3f38f7188..e9c2ebb25d517fdf217e3a21952635d0af3b4760 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 5d6944881241d378000eebc9172eebbc93873927..b4fc3e0523869fc3631cb8bd4c411e17f1fd5abb 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index 1f1b324ce8c548492fdb49368451643bae3ce9f6..eead2047d814d089c4e6741d404b6d461e45f2d2 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,28 +1228,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index 239fa25b9806bf6a367bb06075fe7010d02e5bb6..e907befdbe7363360b0fee5eeac6cb87fe1a96de 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index 782fd54fe2c7412e162299e55765f10d9946b5f4..a08da753be0179491f8b4dc098fd6d08e8c91d6b 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index df0393602de63a3b8f5c0e28a6d4570ae2813289..a51228b47431fcb4a8f39cc777a580c9ad242f54 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index 395a102757178cc629817932036d1e9ee53d1540..d44f1ee71c4127877753c314e4e7f0465c36ea85 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index 1f2581b756e84acaa29c4d1409c435ae84a1c9c9..70919cc6c99afc127a64c097ce82d190255b956a 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a3dca42a9cfb", + "target": "004800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.487 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 023397dc2dfb3f238742b07750f5eb34770284b6..39cc2e3544de13a26dcd7197b1283ecf44e3162f 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 2cc503b5e09589a055ac5e358ea7caf2386f0201..f02875153edc919a13c131932a2fa0de797a5af2 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index 3cfd9ce26724c072354ca11c14a792fd7505dfb1..ee272723b94eb25e26ebd4e1e02cf63a28074e19 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.21%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 360d860270975df6915b6af733e43a9b6224e111..242780c16fe41484ccccffa4cb8349c49b4a7f8b 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index e284a7ca4dbb872069180671558ada66d382edda..f17d669750476b17a98b7949f89dd94ce9ecc896 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 41.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 45.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,21 +651,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 22.62, + "value": 19.41, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 3.39, + "weight": 20, + "contribution": 3.88, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 45.86, + "value": 77.18, "unit": "riskScore", "direction": "negative", - "weight": 30, - "contribution": 13.76, + "weight": 25, + "contribution": 19.3, "sourceRef": "axes.채무상환능력" }, { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004910/axes/채무상환능력", "status": "derived", - "detail": "위험점수 45.86, 가중치 30%" + "detail": "위험점수 77.18, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/004910/axes/자본구조", "status": "derived", - "detail": "위험점수 22.62, 가중치 15%" + "detail": "위험점수 19.41, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 41.03, + "grade": "dCR-BB", + "score": 45.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 41.67, + "grade": "dCR-BB", + "score": 46.43, "assumptions": { "scenarioStress": "moderate" } @@ -850,49 +850,49 @@ "gradeHistory": [ { "period": "2026", - "score": 36.11, + "score": 32.47, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2025", - "score": 52.58, - "grade": "B+", - "pdEstimate": 4.0 + "score": 59.74, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2024", - "score": 54.68, + "score": 54.95, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 50.73, + "score": 51.72, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 64.03, + "score": 63.88, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2021", - "score": 51.37, - "grade": "B+", - "pdEstimate": 4.0 + "score": 60.87, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 43.73, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 51.42, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 55.38, + "score": 56.12, "grade": "B", "pdEstimate": 7.0 } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -913,7 +913,7 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 46점으로 등급 하방 압력", + "채무상환능력 축이 77점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index 41fdda1200ed14eb53d64c16e0342494c336f0c8..aeabcccd706a7b27f1bf71dea1f261705ea64f02 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index 330ac6f8403ec64504d2d4cd2b3fdb30ae05305c..179c444e48fea0a2d736cd612bc6ad6c2d1a0cc2 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,28 +639,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 7e5436b9338ba0b017dec13a24e2b64417c30202..309d45328eeff64aa19850670730ae1c7f8c1f48 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index 2eaa5817eb91789dbfee259d5bd563555d33f2cf..d41120141d881ed128210a70d74f769b1b4c78c0 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 4fe15dad853f7df67d5ab825ac759ab432b13554..62b3118006b1f235c2989f0862b6119b74186830 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index cb8008123edc85a0faa1533304d97437368096c1..c0c0b01de44c7879df272d1a553603b222263c24 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index eddc98fe9aa6b149b12a8ed4cf113880f475efd9..9012bd7ace1f8524bd85250db3df96381788648f 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,88 +1561,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:10ccffa0c173", - "target": "005010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.602 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 52ed4515defc102d7c45940e40c96bd837d58b45..95f4bef66be5de4671174d75445a8eaf5521d858 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 67.69, - "grade": "B-", - "pdEstimate": 10.0 + "score": 74.19, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2025", - "score": 81.12, + "score": 83.72, "grade": "CC", "pdEstimate": 25.0 }, { "period": "2024", - "score": 70.42, + "score": 77.58, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2023", - "score": 80.65, + "score": 83.25, "grade": "CC", "pdEstimate": 25.0 }, { "period": "2022", - "score": 60.91, - "grade": "B", - "pdEstimate": 7.0 + "score": 70.04, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2021", - "score": 77.39, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 87.63, + "grade": "C", + "pdEstimate": 40.0 }, { "period": "2020", - "score": 84.42, - "grade": "CC", - "pdEstimate": 25.0 + "score": 87.41, + "grade": "C", + "pdEstimate": 40.0 }, { "period": "2019", - "score": 80.59, - "grade": "CC", - "pdEstimate": 25.0 + "score": 88.28, + "grade": "C", + "pdEstimate": 40.0 } ], "coverage": { @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,28 +1232,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index 0c55d121bd8e644b76a374bed6ba63c48aa44b48..f4895ba66d8859db16f16ca9a1356870eb4802f5 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,19 +1230,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index 621e6bf25b30a03ee181097d16bb92610f889dae..1df772bade26e8569308b53d1e9005a6ea965e7c 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index bbf5c1cf05d4ca4d2462fd79199b0754141ef892..1922dbd2a3500143c7dca1173c82352231e4cd2d 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index ec257cb2e41561da3fd2bdb9bd00ffedcf144487..e8fa613cfd11b3f8ba81da3a15eb753d2111e22e 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index 7cfd8ec9abaa1bdff5f67d54e36893ac80a37172..e72396f8a3027d3500202370e69357327ae78cc6 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 3e51e43c3ee752b2147923cd725cee4ff90a9dfb..a312cc89e5dd279c212729b0ef2e181dfcc9aed3 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index c689b11e0e296c43d74f5dbdea87521a9df2bcc7..9edaee2b4071c74cb62264366bae812de0ea55ff 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index df96937755e111a243f9aa7cf13cd9106196884a..ebaf7f2dc62cd38b8d99a8289a85635248de6d60 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index e3a18ed234d066e0d2d24670fbd227db18c3842a..048004d8189fed0511be15efd3275786c90e8f67 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index adb11d0050ccb1b6375667eec88b129ceb9f21c4..6743e0e5fabf5776e707d4d4c0f28391932beecf 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index 13d29004a990ccdc1ad0450c01dc8167e5b01436..76049ea0a3fce435cc9fd411b3978d792b444bd2 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index f5807605c01396bf61673dad25853221b8ab69fb..86914665cf01e556f931c5464327dab242eacd3d 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 27.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index d4a147fd3061bc6dffb987d9c8c8e01ce100c766..63d8799781a42583eaccaae49c5664d142287338 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 104조 (시장 지위)" + "시가총액 97조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 60204bdc56855740377bae41ee6183a27b03a875..0c435661337b59ddbb68639320c159627f5221dd 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -439,10 +439,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -458,10 +458,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -485,28 +485,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -517,7 +517,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -525,7 +525,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -541,7 +541,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -549,7 +549,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -557,7 +557,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 17f169f3ad6dccfcc64674797004125fb221b6cb..39edc591cf676feffdd4531d410573641c14811f 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index 1ba37988d542f0d931cba84f025257c85ee1ae4d..c7f258739df936c439c2117d01413f2283980e54 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index 4439eeee5fce8152b265f3f1c95ebd7fc8282385..467e8b4f05cdca81826eb33795004a5641dea4bf 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 78b80de42710d83bf0da08c76504012dd5f32213..1f0c155071f35f480cc90f607e9d2f6d6220c2e7 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index e996bbcb5fbcd74b783f1e161080466745aa74ff..3462d783a6dd1f88571d51e90b937976e30a7988 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 8b6ded33d62ff081148f2d19312483825cf9b473..141ac6249cc2e43f39a7f0591814526bc4cb8606 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index 665a1a170a001159b6016dca7123bfdc4c47824a..5b4d58a70ca042ab088d7509dc443a413b627b99 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 7ed0ec2a45a885677f41670614427e34631101f2..e9331c11e1151604815747bba06dae32fc70278a 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index f34b4ebd13d152067298603e9836466e7ea18a05..7fde3b5e7ff8679f1160cc9bf6fd6e389cc27625 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index c34285009b359af8c7534f4e8449046ead3a7f8a..20d6c0e12690fb8c02772d49bd7f70db0e00664f 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index 9fbca67e82fb85a26e8efad651701be6ac03a3d9..675e021aada579f4977ae03ee49145608673414d 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index e27b9d05ab6c564cf5351247df52ea7db090a62f..e0ea241cf84562e5b8638488ebb6ca2f03ebcbd1 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index d2a322be61fb83b82fb10b283b27683066662253..81710317114de174d3ecb5802b59a18d6fa7130b 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 3be7682897f2cc342a46c5ce9653c19d2a05b455..8529cfc7ecd1e5d61c0a57b6ba9e59e114198eb1 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 6ef25ef503d27e5a1729bcf373a9fba57b1fe893..f7b29922e51f6c5b00c872595f69f15409bf6e52 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index f99447b7697831acac960ab52ce64b6b9fd4c002..58003a04e02e3f77461d4f53785ba539e4136b7b 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 02d154180d58a62589b63b7ea44129ff39fff069..eef3a396b1280460edf185bdd59ae7823cc63a62 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 8231003c38372cc9a0232cd210a182760128e80a..fafb5efb444c890840345885a9ea529e8c4e4ca8 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index ec10736257050290a2a4ec196e908be5db0f6c89..3370e27958a4e6682cb3a06a83b5d26dc92afff5 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 8b554c1dcd74d88c3d58710fbe12186e93b3fac6..369c211c8a9f0125ac96c934245c1c93ee1bd6f3 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1448,12 +1448,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f1e433efc0fe", + "target": "005850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.738 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index 2d98d3ef399fc2659c7a5698011acbec527cdbf9..9ed0b4be0f5adb7eea718f025eab27d3707a44d7 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 58d7c5fcfa273605223dc23b77f15ac0f5463bc8..17b1ee0a13df8c0555e0b60404b217b29d468e8c 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 655578fa6b99a7384f266ee52803588aad918181..38044e998f12b256a52b67fcca70beddb3968b91 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 7270c1ee9e15b52f16af9dc1656284581199b650..2224f2f498d66d5c292312a91e43abe1e4a5906b 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index 3a1da6d78fa02b43b357e86d830202e3c4c7bd6a..bfa59d98d4c84563961313656f6bf6f819000020 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a778be01ce3c", + "target": "005940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 321ea9710b7e10347d648008f1e3bd9802d86deb..5b91159193f277cadecbd8d6e65c3e20be1b538e 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,49 +849,49 @@ "gradeHistory": [ { "period": "2026", - "score": 28.64, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 23.06, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 75.65, + "score": 74.56, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2024", - "score": 64.62, - "grade": "B-", - "pdEstimate": 10.0 + "score": 71.73, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2023", - "score": 59.06, - "grade": "B", - "pdEstimate": 7.0 + "score": 63.75, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2022", - "score": 54.1, - "grade": "B+", - "pdEstimate": 4.0 + "score": 61.04, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 30.03, + "score": 30.67, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2020", - "score": 44.12, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 50.44, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 55.93, + "score": 57.05, "grade": "B", "pdEstimate": 7.0 } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 2aff7627ee9a49ae08583c4b01bd0bb6891122f3..e1308143d006f53cd9be2a066432f35135d6a133 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index f5cd45094560b22cf7008949419ae4f40725cae3..ae13c88aca308ab81dd56e07973440ca41d46b75 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 3a10651636bcbe0e317cfa61412b60e85309e277..206c967bdb8cbdc459d961238ddf72852f21c284 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index 67fe6adc09a29130b3d6e355effd5c3fd60d8853..b94db24ed5fbc02afee1c444e05710e7dece2d53 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index 6d1835dc0e160c0da4c05cccfd8d3e5356cf04ca..0ca40cde69e63b0c3f884185815ac1058c68d22e 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index ad5de60501e83fc242ede7676b2f09f7f9f94b90..166f7ac5ff281e84ef203c7369a02211cf3d7177 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index 58866a35cdefda2f5a4725d55c09dae7cfeb1dde..3d780b336111d0b975e3c11543379cd773ead478 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -934,7 +934,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1445,7 +1445,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1467,7 +1467,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1485,15 +1485,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index f80a499351d5e6658e6fb34f55c9f3727441e977..4224ee9a96f9eb771e05c2fd283b543c1c54df0f 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index 596a0338ee889123b9c906e39ee903dcdb2f0463..ec5c57cbcd2fe2c70d07a4d8f78630199c50e415 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 16265416e9c456284a47dd517aa69338ad79f3ed..3065b0cfd3792393a5557c46383bc7c171081fe0 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index 813e16770896da5f252366d6030b43f4912e5955..9f7b40b5c536b2a4cfc17df3348d46a8aaea8ffc 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index aa755ed2acd7dcb43bd9fff916779789da3228c2..2e9eb3013344312eae243f55371a8e3c8e5c0a63 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "중대형기업 (매출 32조)", "캡티브금융 별도 D/EBITDA 2.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 13조" + "시가총액 12조" ] }, "divergenceExplanation": [ @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1159,8 +1159,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1195,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1251,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1270,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1481,7 +1481,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1503,7 +1503,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1521,15 +1521,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 0078717738c21101c29f1f57413f43776577ae0c..83b8048a537276f92c45f8be321860ea116153df 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 249cf1aabc8f1af6e5e1e1337bce662b589bd0d8..dfc1a214005d9c3e4d59d9df07bbf8a86ef95715 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 4de3231aa66b6c2aa9f31b27f83febc45eca9daa..50534dbe59d4a37ffe0a3e2e0ef827f0b37a5202 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index f54d65ccc456f956025340a547071e863a2dbb20..b3af24d84e49ab9a81bf7ffa8de2ccaf96a193a1 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index cb425b8cbf148bed4aa64dc1123ba81eb792c255..df4d1f4dad27d8372ea605b3ad860c014b7720cf 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index 965bbaefb195f270299b9ddd885acf82854a6808..fbcb1cb33a5470ea276f9e52ae36b32c7433e195 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,28 +1126,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index 02e51f8082a6785fe685c29a7898ab1c63a1ce53..bf2b4fde4adf9db1eb3be5bfb90de20a03c8aa8f 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 57조 (시장 지위)" + "시가총액 62조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,28 +1282,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1670,12 +1670,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:70083eaa8066", + "target": "006400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.706 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index bc6e0043ec8348cf0be1d7cfa1bafd93748390f3..31508011d2a84d0d48712c98472e32540c596587 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 311.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 335.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index 035c18e8b902401a583880442c73a572c8e7e5d7..75171899a76c286f7103484a7528c3bd9dfde9dc 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index 6237b0ab808c467ddcfa5e50ce713fd2c320294c..68658a2ab135f27a97d9c2a33932b50a2faf82d4 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 45917f0c975a1f7479f371f360b7775ebe622302..754e78491247680708501433eac22bffcc47552d 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 20b4c483bb4e9a65579eb8595791d081fd77d5cd..5949a17ea22bff8a8b7f798f8e1e29baac5607df 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 17.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 3.32, + "value": 2.82, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.5, + "weight": 20, + "contribution": 0.56, "sourceRef": "axes.자본구조" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/006650/axes/채무상환능력", "status": "derived", - "detail": "위험점수 13.00, 가중치 30%" + "detail": "위험점수 17.62, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/006650/axes/자본구조", "status": "derived", - "detail": "위험점수 3.32, 가중치 15%" + "detail": "위험점수 2.82, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 17.35, + "score": 18.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.15, + "grade": "dCR-BBB+", + "score": 19.31, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -852,49 +857,49 @@ "gradeHistory": [ { "period": "2026", - "score": 4.88, + "score": 4.13, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 12.68, - "grade": "A+", - "pdEstimate": 0.04 + "score": 16.08, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 21.51, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.17, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 22.55, + "score": 24.63, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 37.44, + "score": 37.48, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2021", - "score": 0.64, + "score": 0.66, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.44, + "score": 0.55, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.82, + "score": 1.05, "grade": "AAA", "pdEstimate": 0.0 } @@ -911,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1609,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1631,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1649,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index a73dbc47b2dc376f1b7b98c756e5a4390e786f6c..0f587100f0001cddd5de70520fd8201ed0e78348 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index d69c762a37fcadf1ca67757e12837207048391ed..903d849ce69c640827cfad0be9e8b9b798220ecd 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index 3195ddf52e97bdf02fd9edd228ee625c1af392ab..b1ff86befe9d11052232d1f249a62d305df1b0da 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 29.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 5d75657bd890848afd9b49bda1b586e8157c5df9..a79a0c202836a9f1c31345631682539cb67444b8 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1283,7 +1283,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1301,15 +1301,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index a8e7c3beaf3cee0cb46d0a1f91956e836f67ee48..3d33184d490a7e3348dc7d04ce08b4318b88e127 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index 52b2bf5c5adce0a3fc412e5c3adfc1cdf093d4f1..07afee2f74bf28eb41207704519341d0d404d621 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 37.74, + "score": 41.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 38.18, + "grade": "dCR-BB+", + "score": 42.29, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,6 +920,7 @@ "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1515,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1537,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1555,8 +1561,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 5924445c73cda0ea6a2974bbb7e2b90fc5e147d3..a813474d3e3e595bab4bd776633aad314073ce64 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index a765e99ebbc6b84ee97acdf91198ce887a57146d..0c139798db070a3e3e94ff154fed7f980b296dd2 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index d10da431474fa753b6b10649d7a4df61c8a9401b..fd3430f46187d4d75a5022cfbda9290173c4c783 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index f62875dd6ccba89cd74e568b405852bd8d5ca98f..f4f7e802fc1ccc36761bd16f6a632e6378bd90f9 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 8e684df3bf7519f47e0d81ba0738c6c94ba4ce3e..08aab0ab54ef3d6c5d6f7ee8711d8ac5a60e2866 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index 60727ccb9875dc296e5bad4782e1bde2d0a47b5e..45b008ec2b315ba42f7f745b094774c3da520523 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 46ffda9bebc5552161269dd2ab522db0f69b9d91..bcbcf32c5daeafeecee38e67c10822a187547543 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index fd47f45b7ce0cebc46fa67718ad26643ae229cce..1db44dde30e463007d8f8b8ec2b9236bdf771920 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index c34646a75b7f0ce700f60b9ba14620901d582975..b772ef6395a1e76626aaa54fd59cb5ff1b8346c2 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index 8ff765480159d49d66269ea456e3c7e669954e3d..0d612d189cce206c19d01a8e73ff7c47b388f26c 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 16a075ce42056772b43aa9e8b80001feb04e5196..406589628829653e5abd80729bf96c124edc56ce 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 5f0222d48178a15bf757a15364244e0d80cfa15e..34f39668e2d3d8a5041a5396fbbf161d4860a316 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index 2a58108ec4c2be84aeff7567728974c5d60fb883..b703ebb345f4502e19fe9129bde6c8be3ec7dd39 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index b27109c5bb24ef528da880104c96925828a31c69..9f0b674a44be738fc4c4d4fb52c98b189a896131 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index 23fc0dfb208be6c79801e848dc7d237cef59d20e..c0fa3b3b9de60164f3fec399eba20e406f01ac71 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 915ef7b727521282edca6cbf06cff3e6144c81ce..3a5dab5f35dc9dd90d37747e326d4aeef1b9e689 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index 7e4fe462572391e1a74ea6ecc8b0f8f01bd88f86..3876ddca5244a681edaf1b3728ca5994193139ea 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index 012a8f7ca36df35e2040ce382387140535a790a4..c3186b066cde0d356896ad0c7c7433f010406abe 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.19, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 25.19, + "score": 22.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 25.26, + "score": 22.31, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index 392e2358a5fca404c83692f518157fb3ebc0bdd3..de5ed00f2e9bd2bbffb980f7b371b3bad87d34fb 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9998.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9998.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 6213947c1a77d9cb13ba5d463fa56e4e753d75be..228aaf98b8ad779238151b671ed202c85d5a0094 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index e4cd204922159844cc9e6b1fac753f51a29e8d8c..05a224b4df552ccbd97b6d3448c8cf559e1f8cac 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 576642bc2f9da9c0cf50c7858add4bb394598ab1..ecbb24530c6f5c6b3bc95755e211b6237b90a468 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index 79712c3608534f7aaeb56f9c518f11af3fd7cd87..b79e99b2b1f37aed46b4d243b4a7086bfda4fae7 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index 25500ecc5052623a1ef0487734ea5c12eba64c28..f44fca1830c24f00396eaf773f37051ed1a611e3 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 22.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 23.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bf45014f6350", + "target": "007610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.91 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 5b6ffd1ca706d61c6ff7f5b51ec6f5a3a704b1bc..83eb7df7948e699dbd5919541c339e473571b872 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index eae0d0bd070518ec63f6c7dd69478daef9498b47..44f5a0fa09a1f7f82e2a5c501f802fe06e9b3ab7 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index 9b73bb9b98006a7d4ce45cce44f1eaa1b6ebf024..f6b9cc6849faeab574c381572cc25670966f99c5 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index b389044c23986cb9ea88a78d87eccda5008b9026..4addfc8a30a1342bc3db962892ae1396c391f1cc 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 5833b804f1a9771d65f27ee7d774ec3ebda2baf5..0b6fcc44e69c038c7c20d616868748b35e09675e 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 137517b8fe01930a31b8a03dd181dd88f7e7de10..0c5b7be8b6ffdf6ef17e9c7c125089021ae0e901 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index a307b281ad55d5397e2e452d3306fe862688ffbc..eb4ec914420ea6929faa76f65f05ad981a4d8323 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index da7e76c7a682445437c6cbc3b6155f2459c78cbf..41ae527e0376116bfb1e5fdcb8a40527cefb9c2f 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index 64ba8dcbf767588c44655bd6e10e5a9ed8224ee8..ae9bc296a4104df6dbae0b1a02b4755458dae32a 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -934,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,10 +987,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,28 +1118,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 298dd35f1cc19814ff3f8544d0530eb8bed9dde0..d1124acfb93186c2767514e39119c017fd5e9049 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index af863162d0d9763ae04e603bc8033ecc5f89e7d1..a88f2e85320d8a552e666a411310652d65965346 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index 406a9f93011010741ed8da0aed6acfedf78af09f..e8146ff67b1df85bc359c0ad20f0596f1a4151b6 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 6fe0716a70f528449f57f11f74df621c20afb921..6de2146b71db149dec5fe854644e3c350ebed1e1 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,28 +1263,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index e29082778c4cb94d3d4c0530d25c7176a0668be2..769fc93edb38415ef1acdbbe38bfa6d494b86a1e 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,28 +651,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 1faf882ee4fa45001d17f60263ecaa08342a8c68..cf6fe0c500bfa4059856a9b5a3765448c147514a 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.98, + "score": 42.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.79, + "score": 42.97, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index a5b99eef8f88b0554d11d1b179c9e0c96507d126..fc514f32c188ce4d054203956df5f356ed311033 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -985,8 +985,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,10 +1016,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 7b80190e6e8fe02f0898489cbfff7ba9b582177b..cfc1541d0a5f7cbd4a4249c6e0f9b92a164e3dc9 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,28 +717,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 22d47ec9433d9df6d88e7aca16f475eb97063f75..622f294444f3ff88df5d93e7cefbee5f04f90bd0 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 452787e54352d18d0887c7f64047acc1d9211552..efc251342326fd10f79ae507ed273c14fec83d98 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index c37e09efc3c4e6e2e24e6bdb904dbb079fef4868..da02da835579605b8de63280d6eb02c09ca9f243 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index be21de0cf193500395311afd1887693e8656dcfd..b5fd64b891760579ccd1ac700f1e2a3a9a88a6b0 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index a3e8b11038e09b12bc49f1945dc5d96035b462e0..5505b8e8b83907807bc652347173e904d2a9ff2a 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index adcf81e6661adda92a12f5cf9cf5af49442a5439..21adcfc8f0fb7b4b82eaaf92d7979fe1d58a0cd4 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index b4cc6a8142762b518562ad188c13a2ca1d1fed30..9d734a2b9232418b9793b520e3be27e9c09a79da 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 3629a6bb8a09e8638bce0f368a581bf195e370da..dc76ae0c9d7db7584039e8349fc2b12d4b7c82c7 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,28 +1266,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 8bab30e63a51b6a3766b0c3a247b809df82468b5..d3ec1f224f41341904c231af056e36e52e2e4d4a 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 6d4c849c9ec368675be10c55b03e3b26be697289..e22a1843b12c535d2bfb0194ff1886bb5559ac22 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,28 +876,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index f9f407d369c4cac90babec99b4b69d6f7a399e95..d0ff04c91482a70ac7068994803423cf941ee1b4 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 590.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 581.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index 93c3c4030409601571876ef331404101bc704e69..75d2366d434c2ff069ee335a0cef4a11ade6c92c 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,28 +794,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -858,7 +858,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index b067837c0729713721063ac3de0b56a0078410c2..e403af58af8951bb9dfdd3a4cddf2d5d1836a34e 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index 8513bb35b986109fe38187e3df0638811804214a..2858c61b7bc012743ab2837d8a5a080d9a6cbde6 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 16.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index 3e36352c2b798c4fe6ddbc3fbf122a2328d38b6b..cffe5b3530f24b3243ed9d22c90eda93c05e9036 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index cf337c1cf473ee75eea1bf020a6a0a97d0922934..d57f8c86801264d58408f96bc02c91aeb8c41e89 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 939821647fe6fc66e1389a62d9bc484089a40f32..39ebc5dfbbd571e6a2a47d46e413e1a09881027f 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 23.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,28 +1233,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index ab264266d1ff9d96f7bd215b954fa4e70a4d999f..19e65017a90e839e508d96b35e87c25fa11f251d 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index bcbe1ebd3ec28b420994331af6fbf7a6535d1f48..91f9e4e791d1b2d52ccc6a961ffea5ef78207b01 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 7864be9bc23af95a81f25fdb2c2dd361af4fe4c1..4b2a114a11397dde71f33c0ee7b563cbd2332388 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index cdcf0e36c3d13af9d829f0ea728b63022bc83568..fef7e00778bc6e7d4dda5720d5774181d446db99 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 1c404b49719dd46ac0afcd793ad5745d8b9d11c0..8efbc1ab1accf03bc36a4b15530862d57fe9382c 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index 9784eb4304ea64d5d33a621be0fef410bed3600c..e70203b8f6cb0396a5a5bb4a663fb3ed86c829df 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index 1d4b298a2ddad58fd969330a5717133130821348..8c693876e5b53afb23ef7bd6cf5dc1641934c348 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index d69fda1aa7b791416f470dd04e774ab888b77a03..ed7ff1b5839293e828bdb27ac141a79d451002f7 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.38, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.31, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,14 +660,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 7.57, + "id": "axis.자본구조", + "label": "자본구조", + "value": 6.68, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 1.89, - "sourceRef": "axes.채무상환능력" + "weight": 20, + "contribution": 1.34, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -731,12 +731,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -774,14 +774,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/009150/axes/채무상환능력", "status": "derived", - "detail": "위험점수 7.57, 가중치 25%" + "detail": "위험점수 11.22, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/009150/axes/자본구조", "status": "derived", - "detail": "위험점수 7.64, 가중치 20%" + "detail": "위험점수 6.68, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.38, + "grade": "dCR-AA-", + "score": 8.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.27, + "score": 9.17, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -866,51 +861,51 @@ "gradeHistory": [ { "period": "2026", - "score": 9.34, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 7.79, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 4.74, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 7.18, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 4.27, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 6.13, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2023", - "score": 6.46, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.97, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2022", - "score": 2.91, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.51, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2021", - "score": 2.45, + "score": 2.32, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 4.22, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 6.0, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2019", - "score": 7.82, - "grade": "AA", - "pdEstimate": 0.02 + "score": 11.08, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -921,7 +916,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", @@ -939,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1112,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1190,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1265,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index f7b4298d934c776e670fef31f45131038bcd51ec..ca2c7452583fafcbd3c7bbdebf4379044c6b30b0 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 3c9d073072f86df23ca03b71c8787fd05ff7cb47..f1596870c0e009441992d23773f67895e351aafa 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index a0ebf63bfc6f523b3de96d64cc2079c741675b35..432a8b8765fb1886fe412b827299d903764e56a7 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index d18b4f8c28e00b1a67f4da20275fad7dfd4415db..26a87f3c6973a68a998fdfcb0ba00ddb3917fff1 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index ecad5ec483e2741f7e8915f0a82cad8c524605e0..ddd72cfd82150fed7ba44f5cec02b0c9088da11e 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5f4d04a23202", - "target": "009200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 104e58778ffe45838381bca3edc506ce80e87072..92b164f6fffa637eeaa4b4c7e8b2f8d4fea4ef6c 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index 002fd2fe983404f18d4e3d75c15222a9547e0601..03b0aca2c04a8131e428e4b0b957f4aec270051f 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index 8ef1bf7566ed613aaf70c23e3e2f093c5f14635c..b8c5910909307e9a4fb74d8f557d15fbe07c1036 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index e9b4ccfc6315e6a5809e36990be4a5dba976a512..3c16ed6ad6d5a22af873d6bae69edc939e78aed8 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 7e272591dd19d0ec9d951f921b695aa7418687f9..36c194f7c40594e96bd2865b66978d71330b874c 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index 6db44a596970195c69e31050936629e11b18ab71..b89aaf1c56c277e480af26e1dca190d015f55c7e 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index 2627e671edf8d2109677c64e17898ee9ac2363de..98718737896750cf61d161f3a331c8422aec7a9e 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index 126f2b685c41cf51764cf179cb466936f392b63a..df7beb9659451dd363601b22463f598563fef38f 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index a669ced21cc2d86645073ed4c1aeb08f6e7744b1..982554168fa937d3ed0445869050cf15a3405f51 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.39, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.37, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.39, + "grade": "dCR-BB-", + "score": 44.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.67, + "grade": "dCR-BB-", + "score": 44.63, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index b8ee0dcb5f913ed2471823b0d4a45d5c067d6f23..f6098f7d9023ab4c66bfd50ce5b14b99e6aee2d5 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index 14d08591428be3a72f90d482b5172c2151c7aaf9..f40c96dab60d87d3bc7071d23508e62a648f8635 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index d73c36dcc51b70355f5691acd9e89549ec559d66..90438d73917014c4ce3013ddb2491b579acbffbd 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index f1ab3451ce0a03e679c97fe012a2fe558a89cacb..304709eb22c6938b77df7320dc5f9b6105842d09 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index f7c6906dacdcd1e88bbe4221067823ae8a6c3a7f..48084e3aa6b539c35afb188da319dd666305c4bd 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index 6450d8ed721ec6d93ff603b7a8cb6ff28b329ec9..73786171a25b1808eeb451415caad2513a920165 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -735,186 +735,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "009540", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "knowledgeBoundary": "2026-10-04" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 1.0, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.275, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 1.0 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-02", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -925,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -944,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -962,19 +782,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1001,7 +821,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1009,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1149,8 +969,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1208,11 +1027,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1239,88 +1056,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d2abb05827cc", - "target": "009540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 5e05241445df8e3fb281d11bab33c4d655995aa0..a4f245da05f2aacbaafd0c06d217d0a3f4428399 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 737192c87814822ca0ffbc0ebfd6691d85054e08..7f1756906c04d42416dde77e204ac8677c367ce0 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index 56ab301ad185ca6097e1695a5a95f1dcbc5a6d48..b0d2f9729a1fe6c54d819c2cc03b250c0c045bb5 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index 305cf663ecbf6ae79a6087c3757c09a22659276b..65d5e8a09408c15df46e8ff9f2b7165d55f9419a 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 09d770dbf23e1bcd4de2b87bb798df4147a0cd7c..2b3d510e3f84ff1e320c5c79b1555386c74d4f63 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index cd56b5f8c46d6305c86ae94c64fcd0e0a2ef6a5a..f30b9c1b8bfb62e1a3fc86a2a329283a434adb96 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 180.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 176.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 1506bc87390acdf439bb0295a9ee0e8e651bf527..b861c2e263a9e5f2099f6ce8f09634a6ecde5eb7 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 15489ad9485dca2ad647ef7e846d5cee2ffa45a8..23925c52a71289166e76c392e0ce68c058548ad1 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index 46ab79cf6dbc0af3886a85349f95432f89079b43..62a9a369168378131a592fd2a756aad6b90aad89 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 757c6dd1c78cdb865b65773e042076421fea4563..632f9f24ebf8b41c4c06dd4d7cb0c7739d386a19 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index b1297411b05d154866bc50f266b3dcd6dc1cb7ae..3a675716f4d8137fec7f62666f95430fbf4318de 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 3a2c25177a088944ba716aab9fa6688fabe441c3..0fef04828588774d0bbd10601ac313fa4eb6f587 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index c4422f5ca91c0dfcaac0a37cfbf37a4d875e6b8c..03125391973062d0cfe971fb3fdf3140bb7c1aad 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 6857b242d472611c6608b703450171309b091c69..edda164141fe1bfdcef93f9277d7b29146dd63d8 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index 68117401d022b6babebb823b116fac49cd3d35d0..a823b053c72c96b85fe95cd2e2eb54474565a4ef 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,28 +551,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index b8b3c77e9799b2bd49912d747309ac9dcb1e6465..a579337c7c059288e9285bc858e7690e3316e3fd 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 1a6402c277f0b96c8a38e7c835e5a74b3c45b7e9..4a1c1302b12c46ee6a884b9ed4f034d3b3baca51 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index 40e36a8aea9384b320e7e1c731fa6de7ef445bf3..ef8d54eaabebdb7b7f2b98fb2fc79ffaf4b09644 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,28 +1121,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,8 +1531,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index 1bbdd7d204f104b4d615105fe457d6962b1d56f9..e527f9ad7de5e9ba92d15bb6ead46a55c88a0fe7 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index 046928958171ed8138f966ffb1ac02ebaa990288..ee17fe36b82737d1c1ed4187d92380bfe25adb0c 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,9 +907,9 @@ "eCR": "eCR-4", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 3, + "totalNotch": 1, "reasons": [ - "시가총액 30조 (시장 지위)" + "시가총액 29조" ], "monotonicGate": "A+" }, @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ad2ea23c2ff4", + "target": "010120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.864 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 8e62302f98f6162978e638760f0c77fbd2e49372..0395b9943703d5298d1eb433935e819525ca7082 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 22조" + "시가총액 21조" ] }, "divergenceExplanation": [ @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 229fd0b89599eb3d39d1be5e97f047d452a8a2fd..7379e4ada9713709797c81c0c1195943a401ed3a 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index b224e6ef5d15dda1e3d8744579b9881f7f3b8411..96e1ea10fa12bfa6108a569fb25f1d702ce8bbb1 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index 8cc580cea96285a51114dd9b953a277a037dc371..fcd18b53917000c93fb81377b829c92a5b3a39df 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index 91ab181b9d995da42a1e71b43ae24a24d37ec2b4..db845ea456e6e6276b05a7122c20665621d9c1c2 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index a06f6294caa21544b60e964c140e9a653cd65bfd..8aaea06420a17852c37959f55a8061f2be6ef463 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 78b24543dc8ce5a92c7d82390677610f81269b7e..6632140481f7bf27e24e3ab664ecb67ff0ff186c 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,15 +1489,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index 417e915dd739c2f81e97ff235a5405774e8d11d2..df6a2fe4609e8bdf39e6a6dad5154f38f1c0a38f 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index 090e6f70e7b59c65f413267b40d17e49e06f7890..ac035ec67149bc843c53baa13bf472329568acfc 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index 5db32b64972823e1097d85853da76e4f61e099a2..efb279df44338206429df1cae087610935962cb9 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index df4c7bd0381e4dfdaa8ddb03d3c96dda2a32f9fd..4144bcdf96adac7a74b16959e978d96a94feea50 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 274da1cff8167e7d862fd4c8c117aeaa247b045d..9ae4b5f7a3220d93dd850b241ea6fab13a099951 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,28 +1112,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index 4c12f3a03017d485bb40f7180c93a156e761583b..bce9da4b2ad219a66288b9d6e8fdf80a411500e6 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -781,7 +781,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +801,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +822,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -958,28 +958,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -998,7 +998,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index 673c29a516acd1a36bbb6563122374a2032a5127..e925260aa083be4ebf137fe3b0edb87c190ade48 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,28 +1282,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 1c31bb6260495abfc187e639a7c55cdb4d36a075..b47c4e6347a96eee69aab7cd5606e28df7b8494d 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 30d3b9bc334550e94209cdd44a5253e0881818cb..e9e8f2d16e7c6962c7d88f3715fd1b87bcece17f 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index 85d6e21dbeea0b46f64adb7ee40e9cac08152fc4..1aa6cb28389019addb65f0beb910270106004c1c 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,28 +1289,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1361,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index a3eb9352d7b2809a20f8e8e9f503788eeae79c7e..5a51086bb52babc8a3082fe903d7f03b17abdd90 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index ae1a9774d37d2a55b453bab137687f270cdca85a..ed1a40c018e652e90dfe404a3adb6c5801332b5d 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -799,10 +799,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -812,7 +812,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -908,10 +908,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index d223d5bc3aca795ccdda3c5f083c7152240f5067..bfb1b99cc0eb68f2e5f483a2e6f9f1a9fd4980a0 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,15 +1651,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index 60adfcf7843bb80c501f52cbe9cc51dd4eabcbc3..67d6032a38c0d024d07bc8bcb6020aeeb5972a84 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:58d9389b2cac", + "target": "010960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.328 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index 2b301f256a0aae4dd78ae61c6494be15b1df1da2..0efda64daa04a644be677534baa24c59154d0f3a 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1706.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1713.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index efc208c8c3616dcf89d9e683094ca95add198794..4322afcef2905270599dd707446f52121e2236f8 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 8da6d4040cadbe95db62fa66091d4252c35af8dc..f56b620f1ca10d6c73e67772070c118b9e0c85b0 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index 124cc773b1475d18e53eac16280086a058a0f0ba..cebb870fa940e22b5f775e557ed785a7ef399c55 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 3a5d24ca8141fca79dd0bc69de62616c33d0a7b9..2e1e48651aa6085f9ad7f964f49f3ca1261d51b9 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index 8fc905e73f18bed57666aa80b8615c7fd7bc3285..a90661cde1a0fb384b71a9e3b65ba601edee9705 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index b99ea992e4952df10630c087dba6cc6c26f25a9a..3bf6e94ea852dbaa9b3cdb888ddc0b646707a9fe 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 351341d6f04e5330d68c773eccef5119ceca7b80..e00db19277444790e2a06a3e0cc8da3f9d32206e 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 12fc4cf6fd15087e54eace7b87b0578c21bb1322..5007ce8a5a0989f2991239c4f17366d92b69221b 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index f37a275765285e89224da99d70f8709eb37a3088..9206233cb0bb131414065fb8356f61ffb9bf505a 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 5179ed9b1ff51fc1201dfcdfaac3e021ccba5eba..5f5df5a3dac5685e4514df54e9bdf2c91d41fbaf 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B-", - "summary": "dCR 위험점수 66.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 64.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -611,12 +611,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "label": "자본구조는 레버리지 부담이 있다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,12 +649,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011230/axes/자본구조", "status": "derived", - "detail": "위험점수 48.10, 가중치 20%" + "detail": "위험점수 39.86, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-B-", - "score": 66.03, + "score": 64.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B-", - "score": 66.56, + "score": 64.86, "assumptions": { "scenarioStress": "moderate" } @@ -779,51 +779,51 @@ "gradeHistory": [ { "period": "2026", - "score": 74.89, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 67.89, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2025", - "score": 71.44, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 68.14, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 72.56, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 69.76, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2023", - "score": 56.79, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.44, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 64.03, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.23, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 64.05, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.25, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 64.72, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.92, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2019", - "score": 57.8, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.3, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 48.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 59.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 39b55f98a749aa00e27ab0e48030ae1835ea3ec4..95ffb7ee9033aefe42e0fb2c7c778f966d0fbadc 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index 54f683a6f4a8445a81b2a6115e323bca882afa02..e5fc3fb5b3d5cf145a3d134c4a7422dcc0fa8a31 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.23, + "score": 41.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.87, + "grade": "dCR-BB-", + "score": 42.34, "assumptions": { "scenarioStress": "moderate" } @@ -765,6 +765,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -836,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 28.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1024,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 0a669e187eefa5c868b81d76427080f11300b6c7..d5b60303b52aa198a651f746bcbe22c9d2551a72 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index 6dcbb85b9d697b2f5ababc8839845d673f6829c8..7e9af7d97f907cc8524c8dbfc9c5d3d38044c6b4 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,15 +1064,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 74c7ec5f9b40ee2d1940f8ad24b26f34b0b5f71b..14c727afd97c2b389f36440d9510a10d853e48c2 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:566270f10fd6", - "target": "011370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.322 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index d3157e008b58325c1836fd2c48370f49b305eac4..ffce104aadcc8ee59cbfcd186314f6ec5bcdd83f 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index 0931a8191aa7a0812e8265481517fda5fea4cbf3..7608be30151b0d9880fd863bc6a8626eff27efe0 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index be6baa98271041bd3a43b3dba614225495ea0ddc..a1ff19287285b0cca624a420ed83a03394a5c918 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index 944d77b06b48d93fadd4f9497ec88f875c42e6b7..0a3342c2e072689f8ed01f7b7a34b711f1b9f012 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 788623e2bbad7a611a871006478e664da5bf4a15..ebf3467386f173ff0aa9054014d5a5c8483095f8 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1f261d367bb5", + "target": "011560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.512 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index 271205a2eed51e72ac5e2ca7b1443cecb41c1376..ea79448ee9ed6c13e9a4c0a60c2ab9323744fe7f 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 0dbc486b2ac9950c8ef7dd508dda8847fdea15f5..3c990f665a2f007506b2480e9cb208cc50a01c35 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 25c99a6aa10d061ea11d0e19ff9fce0dec65ee20..80e5b1d35668b8f10a4ebe4f9d9e6149f06da0f0 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.05, + "grade": "dCR-BB-", + "score": 43.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.26, + "grade": "dCR-BB-", + "score": 43.51, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 297afd2205cda11f4ac56e8a9649a790a3749199..7c6269163081648226575e94d9d302adf8db7d53 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index 96a0730fb21bf2f546b9297d778014a1d39e44c7..744ee2633a12cbbe177ee516970122827408c4f4 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 31d241b5a126d09cb321340eafa57ae6aff806e2..69d07d5cb49851a9a45f2141538bfeefc7036b86 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 580561c0525c6298c5a8e8ccc722d5bd26c418d8..77bb638d4f615fb32b265057f1a0657a80386442 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index 920b45a9d4f153880c113164f64858bd594594e1..0c10a5947b914487d517cbd582ca65733aa6b524 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 8aa122220fe094ab499584783a19e2ef8fbb2cde..6cb3171c0192f646754f9de63998fa7b36f40d8c 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1513,12 +1513,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ecddc44adae2", + "target": "011930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.58 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 72b9231da4dc473c4f6c28557f1ee7de5575041e..524f088fe32860064830b3605cb510218c30ab50 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 2ace1877e935cd7ab837365fee51e5862e03911b..205738a1a8e1041bc8123ab6016eec7031949d1c 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index a89312a47a91dc132c058b1404591676560250f7..5aa692d498997b2add0688e332ee87e165f457f0 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 3f2bfd68f016346db46942e35400e674bc5948b0..9b7bc4f73a0457b9d3abfc8a6b5c132fa895fd87 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.37, + "grade": "dCR-BB-", + "score": 44.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.07, + "grade": "dCR-BB-", + "score": 45.01, "assumptions": { "scenarioStress": "moderate" } @@ -833,11 +833,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1412,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1430,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 34352479a0dc59ba8e37683f94806703a0eced6e..87cc7d7cf304b50faf3fb7ab2176bbf21e9e12c6 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,28 +1278,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index a9904e7453a5f6e807390bbeb49a752d05c369bf..01c29c03976f96da0ab396240b9e1f9d9c911106 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index 7677083c2ebe2d8032a36b88e28b05a36f536299..5dc16da6650e04db7f4182732db3dadc45c723ff 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.45, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.20, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.45, + "score": 29.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.68, + "grade": "dCR-BBB-", + "score": 30.43, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +911,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1077,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1217,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 295bd33af5de9ebb153bbb0fcafb94b90048d6b4..c223ee5ec0baa6b5316fec921d4bf7a5dc02b491 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index dfde70d9cec21e37d67a1aaedd34c5fa8645dd42..b426de75ec7483f0a5b89d336b42097ae2fb973d 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:955435b1d129", - "target": "012330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index 1e9afddb887f4d57295542f086e7586cbdbc7c63..dc08bbf018e1cb435e59fa90f78f8d26d47ed784 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 159.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 149.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 094b251cf33b2a4cebb0a1fa88406a97e96fedcd..3a67e03d44a550cebea7bd8155c129e5f26a505e 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:459ed6547c29", + "target": "012450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index c2b682df5170ab12e2f842568b466c92d69a9cf0..4f8154ec8a06c62e067a841898bb7bc8570c8d5a 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index dd457b7d67319e56aaf984819718ca60b0df42a4..b9e2e705fda6537e7b67dda122a30b59e86fda2e 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index 990efd291a2027dc77cff165a98044413b91586e..02398c7c6abe40329f6b1552ac5428af8b1f1a04 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,28 +1245,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 02099c8703d69322f21467b4d21758e4ff9f5e09..4ab82831dc2a25984a1449e4562617162fbed973 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1563,7 +1563,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1585,7 +1585,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1603,15 +1603,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index 239c6cbb10fd2ea4a0e4397ceba0f92999e1c1e3..f0c9bc4d438132a80f775f87fa577d6c043b71bb 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index d2d5eece04ea0aa73ea8757f04df890fde938e90..504e8562837411fb477cadf26f1e6d2778356cb8 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index 3e7ab69f8a0d0a86efc30fb43f9b2d1b684667bb..9ebcc0b5764d1fdea71d1c1f24b180f557d39663 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 6b9b4536508db8a6b4737d51da83bbd0f3101715..dcb95a0e416bd5570044eec0e49753246a0abb90 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -493,8 +493,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,10 +524,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -537,7 +537,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index edb415c8d42dab613efca8e2f8152941700f2571..5f0e8d18fb8ca29a636fc6ab3a8cd04ce1c57f70 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1072,19 +1072,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1105,8 +1105,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,17 +1151,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,7 +1230,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1239,7 +1239,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index c1818fe642a6a9701ae4a824a6df71a0bf876672..5c1d766ad27263d6ae59e28ea55460c0308da641 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index 00608404de22d7b14dee9dbccf0567c4b60e3e17..d75e6ab6e9532e9dae11291e873cb122d9d9bc9b 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index 487d3567ec0311d89d5dba9333d3bedf7d1bb9b2..167b3ebcb250ff1df26c70610fcd556347ceb3d2 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index e0c2ed0b524281036577a53075d3a7f5b1fb9540..f98da41bda6432e4c1d2c7ea658db7266cd793e9 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index 13d2bed58d267e483f7573aec09b502515224644..a6554bce5746bb74f1a8b3f7e013eddfcf9c82d7 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 21b97f080c1c864b9a3ee3c6c05124a24eda1742..dbac6f2e213aa35428a1bfbb1cb73cc4362131c1 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 8ea6fc332e3332402e0241bbd9a56d95e9d94f7a..5d1325a852365fcf881d5aadb58b29f74c11eb10 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index f095b928783e13a588a6994303921549c25bd5ab..a4d1a93e69bfd8e2eef4c63206cf0bbd766ec997 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index 246671158bbaa10ee54969d70e91ee31803bc082..5f0ef0e5701e714a77067119fb9b15bfc42d751a 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 8ba22bcfc5651a600df425ae25be090660b11eed..1709878a34ae3cf96f26a58a86e58e4a4d9c6b88 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index 35e1e73b0d66d4b59b67797b5c68831e9d944f1b..e597b1b4191fa1832219ed270cecf13e58af9921 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 9a8e3725e04f143d4c29858f1d0c343f641fe71f..d48b2c98d2c7df00964b59e894273f70a6e925bf 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 0cc7cec76c6cf292fe7111baeeeaab82ce949753..0e80238627890acd87e11c6787bf552c9bc12062 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a11b7ccac0c9", + "target": "013310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.418 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index b2724d7d9b5fd9d47929f3fa015a451037193352..6f0e14c228f376b3bb8574e0a413ba9bef2ba4f5 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index 57d94a4cfbe3cde7012a119b9311e9cbd834115d..b9b6181e01fbc77c0d2ebfa231a4f626319cf779 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 12.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index 403be6089027028dd0c595ea72c011affb8e528d..02ad857ca6adaa6d07971ba635e006e0e3260ad1 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index fa233fa4aa4dabe5213bdd45a85a0d5911d55a4c..12602add604fa5c1828a14f7fd3253d27408f5f2 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1380,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2537b23b124", + "target": "013520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.446 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 88edf280d77bc0d3d4f09ab6c0c07aa50f578d5f..0ad5906edfd389900d081bc227d7933480ee1f24 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index 6bccbdc92f5dc92a142af405ad01b9def25d4a5a..73d83c4b13bd2c422af4b57cb5a923c206d4c92a 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index 49dec21c196075111999f8cf33629e0da23bfe1d..654e2db13336606fcfafed2ed4c464b2e543f017 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index 3788f671e186f51455fff89963b57255db89d34f..10873c1c30f322a61d0d9a78605ad980c940dae8 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 43aedeffe3427eb69cd0bbce62301d1d1da2c573..ccfa43e75b055e95503cae8845d60dc2b70c41d1 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 29e838e09e5fd9fb1e5acb2c70259717b159ffc6..5ea40e94c3006569f14dc65cb750823fbc6dd4e4 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index d0c68520e8caa087593eaca22e8fe322f27d951e..2db10c985cdcf8b4963cc9f70b2521aaccf9c884 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index c89db87a4b3c5abc93d6168d6bfff365324f9aaf..2f7124912c1cf0cf88c5cfe8cde26ca751ffd173 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index 7f6db90d6e83ffb4485a2f2f7b9c4764e0d27d36..abf21a69bbf7795e9d454e2f08e862584f376a03 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 6dd8630c9571d9ce2844f2097f3fa7408fce5c8b..75fe1812afb5f82c969120624de2b863c2e08b7f 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1556,8 +1556,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index f2402c43b23607ea28626c3b13491fa3b8c3999f..a1a5c19d1692caed991db4ee71983d09dddcb95b 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 2954c6d4a8476833af2d57031c1815c54b18e25b..5d91d30402ef1e745800c654a2e0255414e9a8a7 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b83cde9b8b2d", - "target": "014190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.533 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index c147ee62b1fe921aa375e7aec179dd67eae44ad6..49ccf1a7dc87892d37a0d78a1d837c9a724a16df 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,28 +1264,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index c9f925677675de35c2cb20c129f0fee70737b774..92af2afb1cf0f8867c33a7fdef026a9aa2c1c36c 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index f36ed357c8894faf51eaee9b12ac499007c0e471..6b0f0b9be8a162e6a73137d281c0c8490ee1f5d5 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index ed4f0ded55983649e78d238cb56585a1766a75c1..609b68402fecca1fdff68aa0395e736742a29495 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,32 +653,32 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.24, + "value": 2.06, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.25, + "contribution": 0.41, "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", "label": "유동성", - "value": 34.43, + "value": 37.19, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.16, + "contribution": 5.58, "sourceRef": "axes.유동성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 29.62, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" + "weight": 25, + "contribution": 7.41, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 부동산 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,21 +765,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/014470/axes/채무상환능력", "status": "derived", - "detail": "위험점수 24.66, 가중치 25%" + "detail": "위험점수 29.62, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/014470/axes/자본구조", "status": "derived", - "detail": "위험점수 1.24, 가중치 20%" + "detail": "위험점수 2.06, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/014470/axes/유동성", "status": "derived", - "detail": "위험점수 34.43, 가중치 15%" + "detail": "위험점수 37.19, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.38, + "grade": "dCR-BBB-", + "score": 28.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.43, + "grade": "dCR-BBB-", + "score": 29.6, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 4.35, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 9.62, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 21.28, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 27.4, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 44.6, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2023", - "score": 52.89, + "score": 50.24, "grade": "B+", "pdEstimate": 4.0 }, { - "period": "2022", - "score": 57.4, + "period": "2023", + "score": 59.62, "grade": "B", "pdEstimate": 7.0 }, { - "period": "2021", - "score": 63.98, + "period": "2022", + "score": 64.06, "grade": "B-", "pdEstimate": 10.0 }, + { + "period": "2021", + "score": 71.13, + "grade": "CCC", + "pdEstimate": 15.0 + }, { "period": "2020", - "score": 25.32, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 27.62, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 26.81, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 31.19, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "유동성 축이 37점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 9d65e28416662833f7e354404820adb9baecb9f2..0194b77d639876f9a26e8596669ea40d76f135eb 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index 356d5a9861380657d825e29af5b2ca72a59f4a21..438b94d256ad4cc33c67713e11718cbf3b223d13 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 677dfa95270fa3a851e72715b1762383a7fc88e6..f632e3b3efd79ab9d6f15682e1cc34c6d5add3d3 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 546e649ed7b88c56d972b8f65c020a2073a22d04..91fa76c0a080e5ce687111b952ad7df1a5d836d2 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 439e7397161724fb2f8fd1a258049caf82e12b9c..70d25a79df24925ac3bfe37e85335d5369edd546 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index ab44fae78e36bd6927177f090bda12e7dd3c9f98..2d9a1413ba247cc0f593e83176bc78f90d42f7b9 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index 0602e63dfd6f627f0ff4283293ca83ec3b314458..26be78e72cf92fbf922310549aef3a9ae9085803 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index 6d3adb31124db53a82d0b42ea76a58d961dab670..596d338d12ade9c3161376c576c060e9cd6d2a3a 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index 275fa854522c393796509dbf864f770739bbdc21..fbc446e697d947a72d18f578770c6af1b0c2a395 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 7568227539090db3aca4a7a210538ecc310e0189..f3492c0292ac988e5f77b6476e54adec1ff25d3b 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index a3ace6f90eaf9c05d642b5d6ed5d6bb1a41c9914..a12a8693fc5f23265628f10801d53c7bb6216ee2 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,28 +1278,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1666,12 +1666,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c2cfa7d7c651", + "target": "014940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.558 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 3b51f506bc2b97fe03293dd547bf8cd5a588fabd..8323f260f16c633c59654ed2c327673a0a34103a 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index 9ba7dd75f5dcfc4bfd5b66f9ac2f6187659982d4..f5f16bc71c46acfeafba1599f94e9ad1058e9e44 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:648d1cfafbe9", + "target": "014970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index bc0d311839753375bb9c3382d93e42d089006c0b..cfb6f5b72dda660d9130524e83368992e3ce27c3 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 17.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index e406056be3cdfba3b4d79091ce3cd1e62bd9049c..05360bfe07decb1de42996f216921e17e29e4c72 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 849fb3b519c34d5cd5bd639fe8b729182e0a0ade..23dec9663d614cda08444a7a813563f690226909 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,28 +639,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index fde635b904c9a0e57cf22ce7127d8f2477a6e4ef..702edfc6d947b6a245747e6e82d251180f019583 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 8e4bbfe7d03cb6a25f73e8a4383cd0cf6c4f471e..0bc9f1fd3bb6abc1261532c5e80c98f8ad3ddf6e 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 88.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 78.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index cdc7a8e4eb8078a71a7656b4d90771fd55aff82f..358eb69fb4737487e01987494441538891496640 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 5a23c672505dd8377c33af35ddeecb76a6553b79..19ca02bccb10a361869b3bf6324b208375443351 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1665,8 +1665,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index 94a46a2513159766cac05745d44f77aba79891e5..274e3bb6d03e275092a00c01600135add03e0f29 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -372,8 +372,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -403,10 +403,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -416,7 +416,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,28 +539,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -603,7 +603,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 85bbc425e24e6d1f825c654cb2bb7dbc22358422..14d6f56c2b9a17e4e70df4d33728e1158bc51ca3 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index 5d52cdae5f2120213c3d6eaacac0cc2e7fe238d3..8bb7dcc88f772e886ffbc69fc03b7b2389673291 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index 6dbef792b7afdbfc66aecb9ed18cc9a26e6e7025..e26ba70765d3ade8afd4b8e8d6d0b7fedb34bcb2 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.67, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.91, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -647,14 +647,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 8.75, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 12.5, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.75, - "sourceRef": "axes.자본구조" + "weight": 15, + "contribution": 1.88, + "sourceRef": "axes.현금흐름" }, { "id": "axis.유동성", @@ -680,12 +680,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,12 +718,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -761,14 +761,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/015750/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.27, 가중치 25%" + "detail": "위험점수 24.29, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/015750/axes/자본구조", "status": "derived", - "detail": "위험점수 8.75, 가중치 20%" + "detail": "위험점수 15.34, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.67, + "grade": "dCR-BBB", + "score": 22.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.18, + "grade": "dCR-BBB", + "score": 24.51, "assumptions": { "scenarioStress": "moderate" } @@ -848,51 +848,51 @@ "gradeHistory": [ { "period": "2026", - "score": 19.77, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 26.63, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 17.72, - "grade": "A-", - "pdEstimate": 0.08 + "score": 23.43, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 18.54, - "grade": "A-", - "pdEstimate": 0.08 + "score": 24.68, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 15.4, - "grade": "A", - "pdEstimate": 0.06 + "score": 20.32, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 39.34, - "grade": "BB", - "pdEstimate": 1.5 + "score": 47.34, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 38.49, - "grade": "BB", - "pdEstimate": 1.5 + "score": 44.48, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2020", - "score": 50.95, + "score": 53.88, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 45.22, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 52.42, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -903,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,28 +1265,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1591,12 +1591,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2fe64c339021", + "target": "015750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.492 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index 5efd28bfa3d8753214d6a82afd06f32922a28f54..705748ca07adac939ffe7cb86bf2edb61f574c79 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,8 +1560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index ed02acede3e331692d40ecd64bb81e182ad4b587..b40787207e4e49890648dc55844e2687a0b3177f 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index 0c607cc725c3a6e7ff279c6a50fd8ae01ad3d750..b1f3d46b336bb6b7d12a681f3a597db334db2061 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index b4b212a52ca417270749408861715d8615551586..fc5849437d79d579627171c6566a8ab4d44de3f1 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index ac6b5e027e5bcad5c9f2f5898693c152cd5c1227..3f8243d84aa6bcbaf0fda61db0b4368daeed57ca 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 26.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 24.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index 52630ae25bb5cd95df0b0eec1ea0ec0340dde74a..26a4dcaf0208d57fa2553b52477672f34a8a4557 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index 21c0e7583665134af64cd04b95b14178ac1a8d28..3d5c3c6d271b2cac1a9b96717864e2fda79fe41a 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:68239cc18aa3", + "target": "016360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.806 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index c60b49d976879476bff2abe321c718accaac39e4..aaac0c03a4733177421f9b0d71e26045908a8440 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15f1f2079e75", - "target": "016380", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index c7d5b43d5ea0065a6fe663d13ac1c1f48e5d89f4..25114a95f88d2c2335b0f9e647df9a43294f46c0 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 47fc7ab6b10b8e173ade2c6fb67cfaf9712fe3ab..4e5d9b4d1f2318bcc4cea094105c6fe13710d8c9 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index 48622bbdbeed5deba0820aad0cce12d8342646a8..7c547b667689405bc745f2782a505b3cd991346c 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 85fe61afd033612c4099b689c2be3a8b9955cff3..57d55a0794e688402000afa20324c1ba937d8dcf 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index 387cd93d3ae485b90d26607bab2b3f7ef51a8f43..1df96e17e89d6679de7915be4f996a87ff57c9fe 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index 997482874559b8fe69be566e4feb0e60d43d1e09..f1e0b1fcd9877dc8eefde785927033c8073eb7fe 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,8 +653,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,28 +778,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 8705b971e7e9d89b3231381ae0bd1ee7d95aae06..95d7a52d41fde31be73b558f45ddab9c793b5f8b 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -869,13 +869,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index 4f1dcfea856095c68e9420992e511d60aa0de5f0..15da5c5c108f4c2fb7eceb8fce9814752394b0ca 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index a13ee62ee4412333b38ab1cc067030c7f411425d..4d9066d8000739069922769f0e020520024666f3 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 4e3a1ddc72b52a5cb962ba7ee112a2bef9fcc388..338cb22bc2bcd9ef4770ea078632cd82d6b757c6 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 21260560afbe72157043f78f85fb0f160c307afd..0ad5d46cbb8f4636bc6467ba4902ab1e4f0f5523 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index f4617b39530a09143365057c98b96fa2a9b0a755..91f5649e12e5a6eb53fd6c657a2e3885ab4d0394 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.67, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.28, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.67, + "score": 12.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.19, + "score": 12.77, "assumptions": { "scenarioStress": "moderate" } @@ -910,11 +910,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index 39331f50b9c71a0f390253d1b60562e75274ae7d..c0d5af54a675b84daab4679b65030f8a00144736 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,28 +648,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 7c0b8a9bafc468647576a3a31966fb446fc1dc84..34b3db5d28fe37aa94f95ac3b22f78d25a7de974 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index 03001a5ffee87a09e9ce4335dafbfb4ba07a962c..bb47294d7b08756178f944b07e17414f5731b1ae 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index fef7dd5f6656d3eec6010a4ce48d9ffc1c80828b..fa0c4f6fdd53102ae84921a250f5027b94a64466 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index 24a3cac1c93a8ec534e947166011bd8954f6c09d..71b58d9cf073536fb86ad020bed59bb60852867e 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 268677b134768c6879670d638439d6273b9037ab..69062e441e19cca6a5354161573a93707613f6fd 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index a7eef16bb908d1b49392d0d77b73789eba5e0eb2..d10b2f330f087bdf6021901d14eff0d72fdf4ec6 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index c03b591301fbf5fbd688978744632b6a8d6a402f..1a920c4473c8a82cd4ab4cc12ff17b5cb8daeaef 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 517f8e5d54f6d17086b0a85bda762fedcc076367..60dbfd51bd2394e72a8da4de0791323ec9ecd11e 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,15 +1552,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index f2487e50889e88b653537b85a59db0c0072ad4a5..7a87ae6364150e827bd34df8b8c6dfaea145eff0 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 444161de643b656afff1c62b2748d61e5cb47788..ab2f04c488017335bf6c11839f7487c3bc60307d 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 181bda7b9a4d4515ef25d907841cbf38d4ea024c..0f09ab59f25cc251fae8f4c0c83dd4460f84e33d 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index 6cac64e4a89428b2b6c8327efaa9f8dfc578d032..923dadce3c346416531069863374012b52cff4c3 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-17", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-17", "period": "2025", "status": "derived", @@ -1138,7 +1138,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,7 +1500,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index f64e74e151edcab4cff4ebc066e1de41044d58e8..32bbd032ca79cfebb263f19bc31aa6ffae3a8330 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.85, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.85, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.85, + "grade": "dCR-AA-", + "score": 8.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.25, + "grade": "dCR-A+", + "score": 10.25, "assumptions": { "scenarioStress": "moderate" } @@ -841,7 +841,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -910,7 +910,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 8ad6cd9b6b7ba5103ea800796421650d25b148db..6172151108e5093f67c24c0790a346bacfbef3a0 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -621,10 +621,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -640,10 +640,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -667,28 +667,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 85afb2aa49123fd0958a51ae811c08b10229dacf..e3eb22cdd33ce98d6a8c688a81b8adb4b367fe50 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 227bbbef208aab387ec7809f9e72a02d9908ec4f..97406838373f22f1f14e47cf5af6d9254f71df0b 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 5492c40312635501a1162bcaa5b1f2d23bd7cbe5..833a7dcf9c1d853ab2df45eb390e4f298e645be0 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 13.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,28 +1177,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,15 +1558,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index d4af73bd121818fb05031a97496b8aabf1c05fbf..6d985f320dea614992d519ae5501691a759e4bdc 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,28 +1183,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index 3c44b4e9433fcea968f582c65191efb067ba43b7..dcc670710bd2e6e36513bac5a90cac23fd0d065a 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index 2cccc2139c72e37faa66f6223c6d141f6be869bb..ba19d6d971cd0b98777bb29b1e062ef19c33d2d7 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,15 +1539,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 489ca9a251c37157f5fceb7dd5400738766f2f4a..90b6809cdb3bcc9d974682a44dd0f4b11403f2a0 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,28 +1119,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1489,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,15 +1529,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index d054893136dbff8110ac70d826de8a45ede35c2f..4c0f103c2b80b74605d16d495232d5e1fa46dadf 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index f7dcb5aa6daf16052eb7c820f92d540cf07aa489..a654ad1c77222cf4d7797d387950b611a60f293f 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 12121e472b3ba113ef801feee929513f39d180db..ba196f1cd36eb9d87c32e8b70a7d61fc5976ec21 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index 9e2adf18668c5c393833557c54244f51dcbd21b3..fc5be6912829ccfc56cb3138e7b675550e159191 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,12 +1545,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a63c050753c", + "target": "018260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.645 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index 190a2475178d9d9925a8368b3b11b9a947a26330..547e4c17b91070c6fb294d336e09dcad0e063bc5 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.37, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.40, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.32, + "value": 0.63, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 0.1, + "weight": 25, + "contribution": 0.16, "sourceRef": "axes.채무상환능력" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/018290/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.32, 가중치 30%" + "detail": "위험점수 0.63, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/018290/axes/자본구조", "status": "derived", - "detail": "위험점수 5.18, 가중치 15%" + "detail": "위험점수 4.50, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.37, + "score": 8.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.62, + "score": 8.64, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.82, + "score": 3.07, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 1.98, + "score": 1.93, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 2.48, + "score": 2.06, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 7.12, + "score": 6.57, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2022", - "score": 12.38, + "score": 11.68, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2021", - "score": 12.77, + "score": 12.32, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2020", - "score": 43.62, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 52.9, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 23.82, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 28.74, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index aa541c4eaeb0894f487404b5a8b22c9a8d4817d9..4ba089fdc1f7a04d113aec3d6bb6cdacadcde953 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 1ffff9f80bede638e8d89fc30caea8bf95a9cb66..da2c78d99757fa7a74dccbeef05b9a48cc919892 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 5fa979fdcea625eba308232f246ad4f169772c3b..95c95b10e0f25d9ab417f866c8f006bb47132fbd 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index 93dd98b70a2ba1a558bacad2669f379f2541aa7e..64c30c692b766531c7ed0f8964e1cd0b098017bd 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index 92d8346f0b7909a39c5a190b210c25bac983ee0f..cd3b26eba5646f33c86a0be4d1f978dde3a742f0 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index 7946c7fb1c4e803e383c4c9de419617786a5b14e..8f0ef4e1e050c3041d9ef4d91dc975b074901595 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 0202686f3d2e4a50bf189f604625738ba189a435..e016c46ccd3e085f226f64c1a8e2414184580f18 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index 7e4591d7ec365060757d99990d4f74bae08e6b2e..cbe61bfc2fe17938d0d970529aa260c17856f4a5 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,28 +1281,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index a633970cf1b3822132f653245cc97ad5600bf5d5..3739abde6a2075811f4c9d0c3e9f259f22bc7be9 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1505,8 +1505,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index c8654edd7f004cf698a9f0b0e59542a3daa56f8c..ddcc8e730bc2e4e1b4a9e2904f7c517ac6ee60c1 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index de701f49e94924865388f40e932c9bc6e53b5c81..99139685d6a73f07ed96b6a036b61d4f0bcd8769 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:007e44421229", + "target": "019180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index 717eef34a36daadcb88df1c3b1415aa5c1076755..ea1b398c0fa2eb7ff8f540eb31bd4245adfeb944 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index 5c19e6cbed3dea6b0f8776f4a5f215b798a70884..b8c79935dcc6e84f9a6ece9cce154325b4868528 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index b912f6bb91e0dfd0f6d395d55b048ee457ecc66a..bbb0c57ff378d277ee86d707a149874982af5bbf 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 229.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 228.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 210d6f6b68d9ae8254de6aaacb4badc2ca935f44..315ce62ccd5f43cb13ccb912b189929df123d918 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,15 +1648,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 3ed7838abd780c101a730f61af532c46176a551d..dc7ff5de64339da794f8dc89243b53e02b75fffa 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index d8e9801168cbc672b43533cd8b26a2c7010dc528..2d9590a0628dc4c940af085df25cea6ccdbffab1 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index 622ea2a808c41cd88ed2e6acade31e8621b0eb97..c7c13531a98bf395f9cbff57624c9e2040c2c9e3 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index b14e8d6620171a2da53a20d6face52367b8474f9..3f4fd4c3b9e11ad5904c419320f8d441ec3175aa 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index b43f4686173e8751fba001fe5bb4879a0eced4cf..1b5029dc4339dd84f01fc28d44f82427d0815a0b 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index b551838135c5ee8b4b28943df171a4101e30bd27..456a328165582fc5f981ea3004e319c262971098 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d6915bdfe055", + "target": "019990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index da7a1e980b087f7a2df67a9960bd224fc3767d6e..3d37ac5e9ebddf3fbeca4893eb531b5f5533e8b2 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 9873a0d36c507d25480a9cfdb581a82b8a793e53..e1c66037384fdd43ba5dbc872228cdfac1729875 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 3226856ec847517e1b41dfbdf08394c5aae161c7..992ea31d2eb7f4df123f4ae635221f3d2a3bbf1a 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.57, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,21 +653,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.34, + "value": 1.88, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.47, + "contribution": 0.38, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 60.56, + "value": 61.2, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 15.14, + "contribution": 15.3, "sourceRef": "axes.채무상환능력" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/020150/axes/채무상환능력", "status": "derived", - "detail": "위험점수 60.56, 가중치 25%" + "detail": "위험점수 61.20, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/020150/axes/자본구조", "status": "derived", - "detail": "위험점수 2.34, 가중치 20%" + "detail": "위험점수 1.88, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.14, + "score": 26.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.2, + "score": 26.59, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 1.86, + "score": 1.11, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 36.83, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.03, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2024", - "score": 20.94, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.15, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 43.78, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 53.75, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 13.21, + "score": 13.27, "grade": "A", "pdEstimate": 0.06 }, { "period": "2021", - "score": 2.75, + "score": 2.45, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 7.76, + "score": 7.53, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 2.18, + "score": 1.93, "grade": "AAA", "pdEstimate": 0.0 } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 04e439afc552ce6c2e9e4e6b6306c107138ac97d..a0bf20300beb42d5a46fbf020c6c672f351dc285 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 6c8164b2d16b61bb4117c9af6f8407fa7c65e94a..145bdd38187192c529ed82e73d217db0cd04f8c3 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index 55e56154f6bf9fb7285034dad0e04da2ed122041..918e2095c3081609afc0740ad2a9bf3cb124390f 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 22.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,28 +1231,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index cc213b8bf7359a2ce20901f6a6e94fec7e607f4e..725458d7a5913f7184df550bc5c5f0d55747c306 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index 0e6848f0fff70828e84297da42d7a29af4ba2d56..d0a61e075756b380892097acb9b21b9ea2ee83e0 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index fe3bdb48356dbc5da8c8188dbc692883bbb4b978..a5565d156e73e0fae54eb2453bbe604aa1c67b02 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index e9a63aeed953b654c5cf4cd422e96832fbbb97fc..c79a3406de9015b834a82bb58d2dfbe6b51c7a7c 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index 5228235b4e7942d2e9d54883b84b645838ff56e4..fd57547299ade5d6f4b05a41cfab3f2518d9e954 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 1d88d01687ed0cd7ca4aede976a06e663051d4f2..90d991364779e320a8a4e2e9a74b117095e90512 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -922,7 +922,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index e80e6795e60a8903e291f20c9a1ed61fb5977fc0..148ba82c5f6861270a74cbabb658618e08515593 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 723a0e5c5a35b666cabdd332dbdedaeeba58c02e..50a43532a4c57bd9edac307e30fa6a9cab4b4570 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index 07739e29e80f94ba2090d35796339bd9810c401c..1e7f67e201df4acaaf0b7c04310e7fca5b0e4e30 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 100a58218a6fe5165d36830c3252cd8db06b2f2b..5d4362eca8d96ce0a2a2f9a68a4ec8f85348b343 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 0bcdf6e9ca24ea0fa7ed6becfbf11609f99f3fa1..5b6c34f0add6c38edf45d42e24f3da27b74a82dc 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 66c266329a6f725c04a389ea016b32d69987dcf1..2af062dd0633c26b2ad89a51f01724eb443e07a1 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 62f534b30f4bf4bdde36e3bb7338c9aee3a23d5b..25338ee2c24eef2d3ee70f86714193d0e18a0175 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index c5735f824aef7cafcd879cdbc1d0fbbbc184c9ab..c8efa37f813c69384243d4fdad7c4d22bc12d809 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,28 +1230,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 0e45ebf1f1524f81c69f53d2979c3de3c473efed..7e3e44d33025f88d0895e5d05837e7c746e85f25 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1096,10 +1096,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,28 +1232,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index 270240f0eb561f58a84379e673c662a0df2f146f..c711d2034bc59458ced9a926a706450cabe252b4 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index cd15a939642251f06c41901c8323d479b34dad38..6f959d5bd52f4c0308c07062d1c4e7226287546b 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index e60c9139913f8db76c79e25bf2c4f25a5f84f4be..55c1f6d35beeaa15cb6fe89f828ac00d951fa1b6 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 7a01a128eec9afbcd755aaba13046f15d782ad2a..3891d54b91fb92f4c7a386decfd1d005cac7dbcb 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 6dc7f8e9fcd13844599b5da952b0c86f6791cba7..646d631d22db48e38d391165a73b79bbcf11b937 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.51%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index 4644aa5bcf663ab0aa6d91999e36bdaca16d547a..6d3c236f51eb0051b7bef01f96de7995f7f06b59 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index 7262d976a1249b571dfc55402db6dd569030918e..2688a693979afe92bf6ed80357297365e3338b18 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 1555b88b6f44995db20bbfb47533c48ac40493c5..bbe498b45870c3310059711938dbc583a4092937 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index 20996d781beb73b21dd80e9074b8ab81be5a0973..e0b56789dc93bd2a4258b676766075556ae94f72 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,15 +1520,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index 572c572ca42aa32ad286000090953d007d30e165..e141fb3b444d690a313d6ee576b71759b7e79274 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index da8ea583b46c36116ed39643be7fba720ce4da90..d5250661e5d88984b14b50c78920d89cd250bf28 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index e5a8a10e70da13d4d8c4b1d8ba75cf4728a1148b..2af883312040b24961592d83f06cd05914991431 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index cf1bf818990b67a23bd1590de8590a064ecb5786..7845d86133706d29e1bbaa24fca6c302e983c6af 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 89.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 92.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index e03e882efb7f4f49fa9afd4cbc59fff89a77d830..692b1c25ad507bd10278882a2cc179728f5addeb 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index 6f0219ecfcc45a6ff27eeacc56c5fabc2c4bdf14..87c70d33387e8bfe1e119745b290afa2b437dd41 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.4, + "score": 37.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.5, + "grade": "dCR-BB", + "score": 38.41, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +911,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1105,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index adccfb6489191be3e356a17313d82036ac4bae3e..651a3f467b46ec5dbc7e902e4d995401c391e027 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index 1f2024a648f1df88a41615cfcfe4ea17c6699983..dd9b20cece5ac4c0886732e4c0210d876a0e7efe 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index 0c2cad56fb30dba12cc50b38c4ae77459c55bebc..f52f7415c4992575e9db8fd4a9c7a848eee9a15b 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b19a8a047ab", - "target": "023960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.218 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index ac292d20358312472d90cb508551d9673b7cacdd..e9d76fc39d09ff421ebbea23fc921b5dd4d88d18 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,28 +1234,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index e20e50898f33bace5ab8c30b99ce9af3e265ddf1..3bf374b55e3012fcdfe522e09a86de8f3a20a0bf 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index 6f3e6b90653c039e5e23b12b2b76994f385816e1..53a3f2ef362087f62a6a5120853c0151ff8029ff 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 2b2f4506431c7cdf076a32238e51a4c9622ff8f0..d3177516f3519e1757e70e40c391294ca5bc673b 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index 0993fadcfbf0f58c9c5994511a856fa076b2d3a5..b368ee73472e5fae72a87d4ad042af09009de1e3 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f6b5ef9a50c5", - "target": "024120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.89 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 973b689d7ea269f4a648a905ef1571c8ab036713..8249ff9951d7c0b2301ff0bc174d886028a341f5 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index a58a15eedf898b23d1b4968998e2208c5651769b..98aa96a50e466249ac7bee4da90bf3af0e501175 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 568d3bf16dea6574e48c9570cf362b7236ed9f88..43ee669c1265172dd0ed2e57025c7d21af0a905f 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index 9132d69c9e8ff32cd2cbe8504b369064afa0912b..b560991a81fdf8a01770f0e12e75723e48487607 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index 3585a7f3af7e7be12a874ca174f69d0a6c6ddb77..d932dcde90345657b8640a951b246b7999b5f614 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -706,7 +706,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024830/axes/자본구조", "status": "derived", - "detail": "위험점수 1.30, 가중치 20%" + "detail": "위험점수 1.50, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -781,51 +781,51 @@ "gradeHistory": [ { "period": "2026", - "score": 0.56, + "score": 0.94, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.23, + "score": 0.37, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.2, + "score": 0.33, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.3, + "score": 0.49, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.51, + "score": 0.66, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 1.18, + "score": 1.33, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 9.29, + "score": 9.97, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 12.45, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.65, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,28 +1155,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index 702797ba6657ffebd0283fd4985dc4cd5fd69a2b..d4cad76d3fe5a72d1d07b5c669d6021c24a2989d 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index 1d4059e4f0e817e2b7d1863e508d7006f4347cc5..f11a4415b105c982e2c62133118e1be4d376dbe6 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,19 +1196,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,15 +1531,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 36043341f3b886a98be67fa77fa3094e6fd9f1c9..d1e98cc3a7e06e5140c1a096a7e66142476e504d 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index 62e42cd5d90cb0f17b9b4b629c0e871fda0e9326..ce0bad3a151f9dfc57b6481551ec56d0e29107ea 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,12 +1508,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:92a756012b11", + "target": "024890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index d85b3d7df02004b47aadd676fce1dcec80c29a9b..92b47bca73fea6a99a519ff5aee8f1561067e62c 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index 47e6dcef22195c218187f87ced56d9186a88171b..311bc4f694dbdd7a4db806efc219d2afdf2579fb 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 417106edde0f7d7ab2c0d8f058622b5e11093937..9bd3636b05dca05fe13a802b19a77036eac11564 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 32003db0a551784a44bbb2b4dabbe0d228b58892..83a95fa8370e29a91a839f47eb7225ab14edeb77 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 53526864f78eec143ee96c836a80e9ec60c203d4..38a4b1a1cd1b42119d98024b56002ec9eb337d04 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 07d523f9c9f39580b00591c8c68093ddc876f7ed..252cab80a53ad6e1c07dcfdd94f614ced55910c2 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index 85b3e53409d9ae52a4faaa1b5753d87c73e36108..a679f1d07f6ae3e5b1f885a0902edf9bd9664b05 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,28 +1245,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 693dad32e32968d25c0623e2490ebb81edf99fbc..059ecf1b9bfdbcc814661e608910a1ffcf3f0433 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index 18b8daace1c4338f2a1201028cfd0828b131ebdc..6c644f23200421c43168ce71820f1072dc707bb2 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index ce9616a3535676247ec079108a4ae7d197158ba6..b3c1e50166f26d68295293a425368c0f39807da1 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index 6130fd38529e9b570f77c0d92ab1ede6a57adf0f..dac061abe24695b8d18f71af352d577d65d4aee1 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index 10292aa8805c003d6f86e401433bed05f5593b73..5d542e6f3670629c46fd68a184cc88cbf78951e4 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 712805141ca2bdf0ba5b263cfcca704ca0df3929..270337e2b569c72bf51ac92253312d07bd248adc 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index 56938ac6700bc6da5cc5ad3386655b8ab846f32e..4fdfe9ba999c6cd7b4b1d4a96a7e1f458784da9a 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1490,7 +1490,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1512,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,8 +1530,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 446433aa92d540b92212fa39375d253297d7d387..08b6fe17d2aee818c855335b95990f9af099a5df 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 1c573edd90e59fb3f08614067782b01d83e94128..83f949f14b0aeb1c404ee6bf584a9bb910713593 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:16d77612c8d9", + "target": "025860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.367 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 9eca71f820612e0c5ebe1279df65c63cd73f3e93..b976f18882cec44fc4ebf56671fd31dfe2ebdd91 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 70.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 70.49%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 62d81eeb1df462a991fe0bac8b50e27cd6859bba..cea3b795ba86d6901983393909a9adba290ebcba 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f9f4de17c5d7", - "target": "025880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index b2934f82535553fb2d898f25d042be9affee172e..1d4728d3f67c322f7e6021a0764e34440e0a2fe4 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 117ece608960f532fc309a0483c2154fed791653..5317c7d7a1a92e33ed5c9d3dd6393ae753d76d3b 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 56.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 59.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,6 +668,16 @@ "contribution": 2.64, "sourceRef": "axes.사업안정성" }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 89.82, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 22.45, + "sourceRef": "axes.채무상환능력" + }, { "id": "axis.유동성", "label": "유동성", @@ -677,16 +687,6 @@ "weight": 15, "contribution": 10.03, "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 61.89, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 18.57, - "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,14 +773,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/025900/axes/채무상환능력", "status": "derived", - "detail": "위험점수 61.89, 가중치 30%" + "detail": "위험점수 89.82, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/025900/axes/자본구조", "status": "derived", - "detail": "위험점수 38.70, 가중치 15%" + "detail": "위험점수 38.70, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 56.33, + "score": 59.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 56.7, + "score": 59.75, "assumptions": { "scenarioStress": "moderate" } @@ -846,8 +846,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -923,7 +923,7 @@ ] }, "divergenceExplanation": [ - "유동성 축이 67점으로 등급 하방 압력", + "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "D/EBITDA 69.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1477,7 +1477,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1499,7 +1499,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1517,8 +1517,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index e87f43ded778158989d06a488e9a336961a67d45..695361e0c00b772ecb4d69e241b6e88244a0cc3e 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 25cd5a5a45bec57750b110aa0a29c2d72e561608..5a57689bd5a46ac50c5ceca862c07238fe636feb 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 17.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index 93e2b2dc78e5e0dcf551f629c02d05797656e775..67ae9e19d940313b067331666a2ee5f6a4dace7e 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,28 +1235,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index 5b196a9bae7b1bc5cfe594f1d113839c684867d4..a080d413f27d6dd77debdc8542dc6856f7ea0428 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index 8520785a72dd98fafccf4df08496339705e59261..f947a561873a73b37b2029c24851c06904d16fd0 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,28 +1120,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index e5ee4456eed4573e383553d0921ecb5bcdc08082..9bbb44851bb82a711cef3f3cc8dccd27ca472356 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 22.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 99eba208d786003a53661f21b043a1a84efd0be6..a5c1ceae9c489ca5d44247c2d28dcea5b2edbcc6 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 3ba4b56ce74d66852cd669a56348a049e9608664..9f7c488bd434d65a114204f030b4abe739bc746a 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index a6469d6f0781201afe8cff9baae8e974a36d08bc..40b7d28de9e31bea7ce696b482fe06b0021961c6 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 405321af857b4ff6fa0d1dbab15bdeb4151d6c08..40fb1bd6d5f6a884f928b067b8cf159201b3eca1 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index ce135a4f5ee22012109085af1bd232567d0bfdce..f5e852ab191a7a7edcf8380a77ca4d92550bf38a 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index e411dc31b8374dff8800ebff86d3b41f91b1aad8..77c643996f04b6881f7ffb716e0ac11f4fcf04d2 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index 594c832912f2053e2b6648851c7154f7d2d5312d..adb323f088d6443dbcff4b6146ec0276d2700a7a 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 51f605dea912f4949831ebeabb0e0c37f22870ca..335619f96c62dcf9f1ed70756efaa06851f3eb0f 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index a6020ea981c6acdf78a1b7265b3d8609be7e3238..88e3658a1a8e6d7472a7fcbb38d3891453e829c2 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index 94da7128183a998700b74bab41f6466ee0e0dbbc..82ef035c2f69bd11ef2dc2775c073e9ebe0c2283 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -668,8 +668,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -699,10 +699,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index fcec5a4d269edad0c7f675900ccbc08e37f5c60a..548b9764802cf8c2f7ea75fc603f42ca887dac11 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index dcda755f3e8065b9fd0d8f8142372a711e5887e5..1c74a520073808fcc92e31dd81d57514e914bb6e 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index af9190b5711587e00c3da5ac67e89f374476238f..16534687851c87247dcecd04a900e755b3294df6 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.36%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1149,7 +1149,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index ce4c56a59e0675a457b8921c4afad4f71e6f2b4c..953e01338733dfb30021ab2c6e3d5fbb8e525451 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 28c467d35a0af3c28f767f8926ae11c2430426ee..0908a326754c0477c3dfc867347787c74a45f04c 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.37, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.37, + "score": 9.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.33, + "grade": "dCR-A+", + "score": 10.33, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index 14de4788f727819a7e0afda5c05b72c3c6d65ee1..be813350c4b04ca68e650caed64907390d0b7d47 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index 202bd7715c8fa0e73ff72a0ca1cee37fb5b02c08..6b37f07360d192c7dabf19dc713ce6869ef5636d 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index d41371915ffca1d9fec127c52a4889bf98b6e0bc..6f5cb7e5466c8bb8e3a86f32786dc996a17dd125 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -731,12 +731,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index 3b3c8cdf1ad53a0e33b52e3f864e35c661ba7891..e04a1ca988a03852d50b8367848eb3f444219dbf 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index fe99d29c100d7206118bb9e3f7041908db3a729e..6e55fcd78964b397fef6957917913632267f4dde 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 9c22794907f72594ec8886ee6917bd22c6ad219b..1a7d7be856797943b7e913602e66a9074ed977c3 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 87202255539e2a3c82cb5fe9f1e61f263c49b8c6..2c183e1511dd65099b0593eb0a9308f6351e4026 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,28 +1169,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 3100a0f824cc114772cd0d1dc4fdae694ec3d1f8..4ad9b9a1674cb20df301ff004c39b982ae0fe9a1 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index ae50355cba0b19d9aa9561adea6c1edc2c12a87c..cc07e1293d54aa904d5388ea5b597ae3b52fe768 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index be6af1a9ed56f504cde2fbdcc1aedcf3c1f5fad2..af51aff82d1dee910243c46e1217c1046bd795ed 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,13 +910,13 @@ "reasons": [ "중대형기업 (매출 28조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 14조" + "시가총액 13조" ], "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 04b86caf34aa0482404696df146fd5ebc9356e32..7cbdc5c70a6cf30d51f61ad2364f2f24584eff47 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 38ab6db3c2419426ceb211afd374860a02853e4c..06966a72d98b0445a76b4c8899bb313ad570d778 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 080314637efa53066c2c1e5c938aef434fad4996..07359686d0d66d1d81549188b84503d32c307c09 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.25, + "score": 5.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.06, + "score": 6.06, "assumptions": { "scenarioStress": "moderate" } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6a001b6dd245", + "target": "030520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.524 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 13a9d6b798a46be7adede79590f552d7d7ce3521..570b96888825ceef305210eca315c1053d7de44d 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index ce8f0e33a9904f830d489e0c9c34ed378219d0d7..4cf5c1e9e880eb041d4649ae4ab1ee1aa1a695c3 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d5b31c61a51", + "target": "030610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index 250d902f4826cdd60fd6024a71892a80d3e618c0..a39afef7f9d43b25fa83604d4bac2be4c6f906c9 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index 745392ba549f7294b1aa86bd6e5bd0a0bb54921c..44a0e61ad92aaed33a87b2b6f5d9a767130d4bd5 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1077,10 +1077,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,28 +1213,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index 9402e43d3c281a561d32cd680da9c8c209c76c84..9bda2a8cf8097d953dc580280efe43f6421d7d31 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index 763ed800648c5d4d3adae0da5351b26ecd2a4cd1..ee7ef251b3355d52d11475fed162217f83c868f3 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,13 +1215,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index d8f781118960cc34e71294a0a50eac75300a078a..ee35d619bfadc434629bac1a67402a0a9a1e8277 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index 68086d5a792fd1284e68474dfc24674b1e8562c6..9e6ed62435674d08e4be956dff9437cfbdea0c68 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,12 +1512,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3ca62fcc9b6a", + "target": "031430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index 3802fcd656bc8990e31da0aa0fdfcb35dd6f7917..bf7d24f0ee47d692938c49df5fd31a76b383244a 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 7ff2725e7c4b81d2b9f7726f340e2fa7c52fd099..5967e4026dc4b1eded512e7f6f35e6bd07bab0a8 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index c7819ff65779c115bbefa39a6e0b5445401b6ef8..e43cd608fbd3b671bbd8f0178be63cfdbcd7ece2 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index dfb7e5eda016b5c5afe6f43c3d2e0b4ad319e65c..d31dd3c3f2b535b60a7974a33a994d72af079910 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 5f45a6adb64a78f01b1ae81885bf933db02d6f2d..35c90b084263c8e20bb873e84e7c7eeff4c3a5fd 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 42d9561f76961062f075dac5726930ad9084c77f..16945a8d294d3eb32dcf5dc656869351e0aa8339 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,28 +1028,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index cc357282c8baed51cffd887785a18e67c10ff10e..1db81f364c46afd67d68d0775aea31349e9a6e56 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1244,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index a759762c34d472857ad8a184f6304eeafc64ac46..d6e0f94d07f58f500863da9246c111d5aa11b572 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 4046eb2628327d11815384cdb47ab685f17290f9..243acce05d6d289f972355d2449772ce14cb6746 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,28 +1291,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1355,7 +1355,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1363,7 +1363,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1687,7 +1687,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1709,7 +1709,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1727,15 +1727,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 5faec351ddfbeb3b2dd628834e1406bf50245c52..5f4006d0c82328241ab4483f1d3aa375fc3a0b4e 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,19 +1238,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 1fda912a0fcb9ad12929059c568b745bafcc1dc4..7d80491cc538ce18dc3d0891f16d80b0d0ca7f4f 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index 278f88fd48f0678d281a8e46d382c12d6c35b195..5f97af3c65d1b3f32302ea9cc56ceea92dd94903 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 14.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index cba8d6d1df90ef01e564b689082da60550adc4c3..e89080196755ab2eb1565a4d9b8f04c71d0b23e7 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index c1601059c13b3b074e7639c0c8dfd8944f5c4d98..22ad94308ab2dd2b6ce0e43cc22cdd46706cf37c 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index f736f5b66e6e3af467eaa31d43bdda10c6e428cd..772d92efb0ae88e3bb93f4bb9cae7fdb6e6424c0 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.32, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 11.94, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.32, + "grade": "dCR-A+", + "score": 11.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.36, + "grade": "dCR-A+", + "score": 12.93, "assumptions": { "scenarioStress": "moderate" } @@ -905,10 +905,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef7774e0dba5", + "target": "032560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.681 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 0b02e04e23d6257520a95d22b51c9746fbcd104f..0945240b5e4ece7c5e0a9a20722a3169975c549d 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,19 +1244,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 14b812974e3e40c7cea73df23d7d883cbc8f9a7d..fc7c9ebf77f3ff3f152313b10462365804403aa3 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index 09d271399fe12099f1b647493e9ff830b06f98a4..ddfa82a1bc43533ab760f719a4193ff00fbb002e 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index 0088cad3bac8976139df31db4470b494f560bc20..6165581d1d57590bf22a2f28c6094fe7ede26be4 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index a25a4e8c4534ae336072cd6af7988e7d684817e5..c82619aebc46677f2689d5c962b7274e9354ded2 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index e3848c7e920b88506a7a41aeaee99b151a41cf80..500de6643852c3eb86ed7c90739d2d8962dca9e7 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index f5c4216f0538b0711963aff085b6a38bdf4f2a7f..960383b89a635a4ef8693fb49fb02d393971dd84 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index 0a236528239325d6e158ef9af6ff893a17ec2128..772d54103a59ba1ee64199d85982a58a68baf548 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 2bee37aee6dcef57686ab979d0f73969671b6f8b..0e2c8847d67d02c6dfb47f6d9bb718f4744b1500 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index 68f38f02ee430c7a1b101a79c9762a53587446f7..cebc384cabaa79c14a88e5f7773dbdb013a5bb1b 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -702,7 +702,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,8 +757,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1167,7 +1167,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1185,15 +1185,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index 755530396c422b14a02119bf30b41f2413a9c409..fdb99a2863f376f79326dff18f665cd5eb5d7f41 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:80a294971f64", - "target": "032850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index cc9a388e92cfd66ca32d9a2b00104c8a6b219e67..2cbdbf093aff8abbf1a2f7f2a4bb47bb94718cb1 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index b7d7a98786f405d0e9acf0ef683720df411e6265..5baec148caf638fdfd56156f1c2c810e2cdf80bb 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index 997f66354ef43f712f93f303ee9412850dfce7b8..ae1453d2f12bd428e007c95bc01cebb1f7028306 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 5dd1c1644acbb4a76d540a597f2c54fc333fc486..7e04643494e752cfec7408a6cf2c8652e5247688 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index af1186dc712faab803b8ffb9924b1e7e6eed74b6..03f480e486e37cc3a71b109a6c95c09c68d8bde7 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,28 +1281,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 4147f918df8d49fa48334899b6725a952bb75d27..38ec619334bcc40104ef0bdd04941ca5181bfc39 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.23, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.23, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.23, + "score": 4.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.27, + "score": 4.27, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index fdf54a2f5c5766ed8348864a7b7de687343895d8..8c3d7eba5a53a5148c51ac30f36d58dfd9f9690f 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 16152bb1e3e8eca7f0dab0e02be8d3a7527b3adc..d873b359218088fb59a1682e43e4ecccdcda990e 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,12 +1467,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d703f0085697", + "target": "033160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.825 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 8df59428e26ee844ad620f43883741672a8a23f1..0fab5e6dee1cc3ee7e16cfee5e92d55edca5fd24 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 25.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 20.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index 2a89efedcddf69f1304570fef9808ae8200a0bc6..fde4de2f4c73b3dd51acd375165edf72b70d5451 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index 867a7d11a43a3a0bc37e84b8d3d4a3a4267eae08..db72292b5e1da152140856dd83b28e4f3ca7c722 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,28 +1185,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index 5ba24514e68a41aeb19689a5f35c0b18d4329ddc..f9f4cbd6f2b4e9b4d506691f0bc0afba55897e4d 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 516b12c94aee7ae405fdd9581379bf79bfe13d59..85529bb2d4f2b7f80ec78d77c8942b82fa15f1a9 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index da3fba9a5ef2381dd3c5156e4463624e4b7832c2..8ff048325423c780b8df37bab1647aa938515e0c 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1433,12 +1433,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:72dc6a96479d", + "target": "033250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.573 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index 679a1984e4de15e6474c41dfc4f5d188c5037221..352fd9ee921668a58fabfd151c0f4b878923a45b 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index aff20563423f9ffe285dbdec8332b2ba0a9ddb5f..7180ff5a66709c9c8c5b16397ef1a6e135197d44 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7083d90b4a90", + "target": "033290", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.641 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 6c816cc0c084658e36efcd0a691f466c632539d9..4acfe330caf97300f95461a21ee3bc923aec77d9 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index b6cea8f8af10a68335997ac525e8d806b93685d6..d85346dc6d3c13cfdc17de73e363d5f50b2df712 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index de8557ce2ba579dd1c9746e75ab3c9ab7719063e..7e8dedbda472e5d049345d70a0737ecccb4ee188 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 4bcc5d329e1d3b6c507ca6b8ac0b9dcdb15b78ba..5433c426631aa75094f6db493a3987bb35188901 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index ed4d17dc0eaf4e330e988b18a4092271c6e7c20c..bbd254ccf81548979f09e7199df81da182462f4d 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1643,15 +1643,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index d5d96fa328e9b394aaebde555699103b73523adc..9f576e405eb8028777943b9dffeeeabe1f9ba828 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index ecd0447001488a70bf3ac1b95d1ff7bfbc780e85..01cbabe729c9d7b8ca04f775e66d375fc2d953d4 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 7689edc0c8739d0eb2e81297821c7ee02046e2b8..858d5b10cc9ece66f163e85cd4077e9a8e72ea04 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 3214376304655a85dcdc482b8b9fa194fe9e0b7e..2c2feabdbaacd6a3940597393e0760bb2f2d821c 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index a1b2835bea4818443a1666c2e0d9275a294782ae..90ff1ca599c8d15139d1094c68fdecb8492608a9 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,28 +653,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index 8f3d32a152dfc8620a3e2cc98ccbba6ced4b24c5..d7efbb5bfa0f0236725fda710b3df4df7e95251f 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index ffef79a032691a54874651c861894506c0a55929..7a0e4dc34af64ab1f090ea21e3f6f944ca3e92e1 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 3c1eaadc7d4bf97794ee8414aa570bb639f20b77..c9283ff8b183658765f97e7a9ff8febec939ff9b 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 9e0d93bb7d2f2b9d778125bdd5602c00313dfb17..62085ccfd8733f8ae50b92f46bae4b3738490c3b 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index dc991522ecaa788e0531d23e2a09abf4b2fd6220..6098a2ff315efb686fbca7c3f21cab404c869eaa 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index 6de6beec5dc6f1193d4c2ab30836442089e7a114..c0d058544069c24cfbfd04c4008611384f20015e 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 2ccc9c80d36543c6b1cd1542b48ad874c2d3378c..8172009cf67f5f5289581e466293542b453aadec 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 75조 (시장 지위)" + "시가총액 70조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index cc516433b555fbce321601c0325536ed39bc4a0b..44b2d0a4890f0aa0b8b858e6bc65942b0f17af28 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.91, + "grade": "dCR-BBB-", + "score": 31.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.1, + "score": 32.85, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index c53f1dec4260071d66df052c41d7a403a603d6c3..e6cdc1f166704c8673f503d93496b7e557da95ed 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index c28ad7252042da84e69fb24ca23604f4085f3b7f..4a7faae65d6f32970cabcba2a03d8b19828314e5 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 8.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1b75680f20af", - "target": "034230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.496 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index 500ea3906615b73d769e780b3f210acc450eb442..6fc731601e41ca3c410c19bcbede1baddf5b3f70 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 65b0ca9c95c474fba2f1a7d264f64e06c03024b6..0bb7d53b2f8161f59e22ff128c13829615ad087d 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1420,7 +1420,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1442,7 +1442,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1460,8 +1460,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index 467434953805fbd4188d69cd283b37be8b6bd36d..b5ff8b8f589991bc5fa25fcf99f6ce1101e29a3d 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index 760b260b3e87d87158cee67409eec7f49209fffd..77c2e3e83cef47a042bf43483e146df23d3cb73f 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 2113fc3ea173e1b6ed3daff10fa7b7ce180c4691..2c86c1e42896c33366d707043716c608dd61cc6d 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index b940ac3b0d63b3314f3d29f1d875370171c34b39..073cae91314f92ce9325f38351abce6114785d92 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index 4eda23d010d6192dfedaee99b92e9e21d3e740f0..bcd270d4391cd854bd16d3b281ec9a053ba41c25 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index d3ee4e0630b655506a6ea20672645b7103dcfc59..b7223fc7b60683bd9005f361d9a4d79c60cb09b9 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index e54f45098159d131ee170ad8035de31e7edbd631..e87842baa6c73ed6440f1b52167b57f21d1d53a3 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 6c4e2ecaaca1d04cc4651e671a6ef41d5aca0ffd..edec2ce74d63081251ff1ff2c6d275e4cf69aa94 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 41.05, + "score": 38.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 41.97, + "score": 39.72, "assumptions": { "scenarioStress": "moderate" } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 62fb2f8c6cc12f6d52988aeacf81a5bb21d90e82..b9619fbdd45d81184ef251ccf56179aa6abcedb1 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 7fd2f9546678364143f1e7b314d9bbfdd6f73093..4cbf957972e905050dbaa72f46873136780801e1 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index fee6283fbcbe9af34073a0c0096f7ce9e89c798b..0a76eb45621f3f30f3fb08f856acc72fb7aa7002 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 6fcc0a282f724a3b51dfbabaa6d72ba2e8a33e37..63edb6bb24401cf659cf88110269f7a4384f912c 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index d98a45c3743706eaa8fdfe6e46bc9833795890c6..fe92648cac59211bb8205b9de0e2e477f59a1df1 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index 1b0166e20c42e3b76ffbbdbaa2be2849f00bfc5a..ec6abf5763f77aebc28cf416e4a446d3b3d9d530 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,28 +567,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 84a7fddfa507761a31df30f9ed461051ebf794d2..c4fa596b0e66632504d78b908596dde2101c7327 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 67c8b3decce99c2e4f74b9bdaedfb84397e3cbd1..3f12d6dc7eb4ff18fa628c25222918d2d9a2ccde 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index 6a710228cb66904495b8a81ddd2efd4963717efb..0423552bc772140c97bee9da86ce0009808c1bec 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index 6856656d33ef45482d024f609c5dedecc268ebfc..e405cb1dfc694e70cd45e58873923af0c3c03ea2 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 7fbb7c426dae22d73e551ff9c7c7c59b734fc1f6..3c5215f6e8dcc5fc558aebb3b0af43622f7241e6 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index 8249a545fe842507fe1bc4117b4c82a963b42422..38d772426c5219527fc311e67dfb70f02e7f06b1 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index 6d72940db6a3396d9726b8ee742b23fecfa68554..c7a1d85fda78a7bec623ff8a59560da5cc8cd78e 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 0577d26ab2486dd55c873dfdf6d16ee6eba204f0..578e2b70b39d893ccbc1a8fc406fda2450ccec45 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,12 +1561,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4d6a5c540a96", + "target": "035810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index 00a346d2ed4d4e2c23a0a92c0e8f87269ff1df2b..c5a09bc686bcb0f51ce715b6c3822296b0246f48 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index 5861e016ccabb7965ef46f0dc9030a4748ebc9f6..8e83b55b3f21785543ed0a2cfc217ad70158f61e 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index 67b34290266b477f1ec303f4eabbce2fd980655c..b7d8b638ea198afb09f3c2f3905df17a2b7f0f83 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 60d6b001f5ebeaec3dbf05c8ae377d4142cbdd45..c1853e35357f247732411a487db3c96ca1cf3e35 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 9acdc2d8a5d55b24ca078868ac06a6bcf2eeb2bc..22643d49df8537c2dd2041fcb1dc7622ee38ffdc 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index 104280c3a8b4eb2c0262681c9f9e417ca47f0e68..03955798099fa8f4f861f0155d16519d85d73493 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index ade978d9d22784647a78547aa38ced1c72244f35..1921a59b782d9082e3921d3c2e386826f01dcded 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index dd39d4d0702a3ca461dc40da6705a56eb56930a2..c0ba7c2f702a2fc1e5f48a21c1b9e3c95812bbd6 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index d146cd937a4b9ca312c89646ef49e71fb03bb3ce..7d98f58a670c183bb9d73473c9129d439f728e76 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,28 +1263,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index be2e9bbb5d5d702397b2835b6d3ba8b701cd17c6..458a5033278eaa7905b4160e8eaa99562a4fd458 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4dc9c66e2fc9", + "target": "036190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.572 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index b7783a914d52f974895f55450ffc42f4849be749..4f036d4673a1de2a2eaa42c6bc95c10ca4ab7cbe 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:89468aa30b58", + "target": "036200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.657 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index b9975ef42b4e3178f40935f8d293651e8522068d..0b37293f057ac76d60a2044451c0348995cb9211 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index e64106cd7df1440763407fe6df89f86bfa2f7f15..e4fcb4cc6404ce56e6fcfd5f091022c96c691b33 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 197.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 199.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index e0761714f0aff88fe7c3920474e865dfcbf5f902..67c731147e46136a7f3fc60cdc53e4fc4c1e1b77 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 5dcffd16fd2e5ec18197ebca543fccafc9869511..16ec8aea2fa39edeebea095a8e371fbe3d0fb500 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,28 +1245,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index b14207f774abb022a02cb252cec870a1c027ba9c..80dd69bc563a333e3cacd5b3c19224d7300823e2 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 283.45, + "value": 13.45, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "neutral", + "scoreContribution": 0, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -245,9 +245,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 283.45, + "value": 13.45, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 283.45, + "currentValue": 13.45, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -537,16 +537,16 @@ }, "assessment": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다.", - "score": 5, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다.", + "score": 4, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 283.45, + "value": 13.45, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "neutral", + "scoreContribution": 0, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -600,7 +600,6 @@ } ], "positiveDrivers": [ - "영업이익률", "매출 CAGR", "영업이익 CAGR", "부채비율", @@ -617,76 +616,216 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.1-TrackB-diagnostic" + "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, - "status": "blocked", + "status": "usable", "conclusion": { - "label": "등급 산출 불가", - "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "high", + "score": 95.0, "method": "validAxisWeightCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시" + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.회계수익성 프록시", - "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시" + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" }, { - "id": "credit.axis.회계자산위험 프록시", - "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시" + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 20.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 15.47, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.55, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036530/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036530/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036530/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036530/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036530/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 1.96, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036530/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.98, 가중치 20%" }, { "id": "credit.axis.유동성", - "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성" + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036530/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" }, { - "id": "credit.axis.규모·변동성 진단", - "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단" + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036530/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.00, 가중치 15%" }, { - "id": "credit.calibration", - "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", - "sourceRef": "blockedReason" + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036530/axes/사업안정성", + "status": "derived", + "detail": "위험점수 15.47, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036530/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": null, - "score": null, + "grade": "dCR-AA", + "score": 5.01, "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 5.69, + "assumptions": { + "scenarioStress": "moderate" + } } ], "falsifiers": [ @@ -694,75 +833,83 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory" + "metricsHistory", + "narratives" ], "gradeHistory": [ { "period": "2026", - "score": 0.0, + "score": 1.23, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.0, + "score": 1.76, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.0, + "score": 0.92, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.13, + "score": 1.59, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 1.62, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 6.18, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2021", - "score": 0.0, + "score": 0.5, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 1.54, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 7.33, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2019", - "score": 0.0, + "score": 2.83, "grade": "AAA", "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 0, - "totalAxes": 5, - "validWeight": 0, - "totalWeight": 0.0, - "weightCoverage": 0.0 - }, - "eCR": null, - "pdEstimate": null, + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, "notchAdjustment": null, - "divergenceExplanation": [] + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] } }, "industry": { @@ -775,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -948,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,8 +1397,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1, - "usable": 1 + "usable": 2 }, "gaps": [ { @@ -1262,45 +1408,10 @@ "engine": "analysis" }, { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계수익성 프록시", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계자산위험 프록시", - "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.유동성", - "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성", - "engine": "credit" - }, - { - "id": "credit.axis.규모·변동성 진단", - "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단", - "engine": "credit" - }, - { - "id": "credit.calibration", - "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", - "sourceRef": "blockedReason", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", "engine": "credit" }, { @@ -1378,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1529,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index 5b0cfbf79184a7d7cd4782e9fa2503a3146272c5..3c785ae3944a9d49ad9ee8463e774e0420e09076 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 6f042af03aa7b572949a7e008ec8a78bddef6893..3368e82c5e82c57e96b65845a92e08bc99ebf5c9 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 414c0250641e78d01ce3cef518d9846f3c7f620d..24b4a029b3fd28de032bec527b2412882936dca3 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index 56b1f13ce45f6b7ca77bfd623a16307fc3a7a0f8..b276cc7c4990ceb83eeea40898088afaed785368 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index cae179dca6ead46b733c0dea120937e25fd085aa..2542bb2c4015137fed590b74e4d053441e8b9b4e 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index e6eff8d2de5a7210760be42875572daca7283997..03483cc9c1aca69f6f41fc0c82210bb110b5740e 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index 1e65a9fbb9dd95a7cb8e76b1c0de40f4b5a163ac..bdf6ee926376cc9ec529a4eee6bce2f9c45a4411 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 85d0b3c1bd2b9fc2cd44c1873fe11694333f8575..30fa490ec1c4fdcc4410bf03a7fa44cc64d0e9f9 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 47afe2c90942a3b316f4e371643d01d5ea0afcca..2de45188d7062c63d2ea1abbefec1cd9f32176be 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index 92bcd86b180f4803c8d6431e9f282c7cf2bf3e92..5de5c8548a2909a8e56f5542b488082925e9042c 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 5add13f66ee511614e9cf433b219d8a604260327..73e7b06cba4abd73bc7a73b903d19d0295bf6451 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index dedb7122914f4d576174262a3fc6e911cb319b89..219095f9055cb4a331986bf3c75c72f5572636c3 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ea74943ca28c", + "target": "036810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.614 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index 48afdf41693fb0c7312e89bc2f3df804b907b2aa..c620d036a5910de1dd0a1bdb06e9a7463cd36c34 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 95a764f3245cbbda81fa430b63a7cffc1bfa5396..2ea9a69c3f63b14066488a9a8f799c1830e49e0a 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 1e77abf095f80eca3551a052ea8f66eaf86e1881..9f28a7846face25526163e438fa061853cf4c3f7 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,12 +1547,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7f2d6739f2e2", + "target": "036930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.346 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index 704d787f108b7acce4bc77bd4bce0a103f9d2fc6..f4eb2bff62cb8b42595aab9131a1a1f5f117ceed 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,13 +1182,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 1f7f8daae7d958e7ff66cb60d636f075dbb4fa18..dd0e54970692aa3d0d781a4d49a21cc5d70c43e1 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index af2b96157e93afe12bd016a7935a80f717273e12..27de0f7059469ade8cccbccc316c0f2b57c03119 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 2f04b33654e9c8432b82bb0aca43a0614e88128d..2bb8d2187593050f1ae460c4745a23caec33ce8e 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 838804972067284b67b429339e9fb1e510df2b3e..4db18d44a3f4dae3243463e105c623b30580430c 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-07", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3078683383fe", - "target": "037330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.274 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 0f7d445c14d35b3c2de2ea5c7a8269ed6fb63d62..d16932fe93644693cba6bff3f4a4a73639ba5a49 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index e6e54646a0d3f9071de6ca11aae6baa38268a924..5c34bfc11f71493a90135e64aebe45f46301a0dc 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index cbd776204f5f5fca2d2751a6ca9768d839ac53bd..d16c58b849f243db196032f0aca010b0efcac9b2 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index 835566f863214c396164d314ca2aee4f2f7c9d69..1d0fca97f1477f9fc52f94604b969f58b1f21019 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 31d3606accf6dc6ec64edc52af5122068d2134b0..85e349500dc481628dd172d91b4117e1fe09e544 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index f61c99f9ba7b7784765e9156eb2a1f576ab32bbf..139ead8267be8ae48eb65fc7da10ce982888d856 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 4581dbc39784f36d040743ba1689360167ee5aee..6a8568bf3bf1df5123db41c234300b08be17b2d1 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index ec62e63f6001f3b21de13c613c6e4e4c25ea7c45..b89ebb63fc450e1cc6b012ffe6aaf95d6ae389c7 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,28 +567,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index 6c24b2fb1da399cdc5e5db9263051b412057e1fd..e87629919ede115e7c901780499eec9cd6f289ba 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index 20d3a393856179dd532fb9ee9a3d40431d852af8..b497e7fd93888fd6d44aa4b0d695321f47e1609e 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 75c65eeec9d29d1cb3412463adaa95cb94113e0e..663df2084f044501f07d13eb3a96270c702baf0b 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 3d228f14d3b272d1fb43193b045ee5b94a7ddbfa..c7f4257470ebfccd2b42b04f25ae3aba5c2e310f 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 6235ea6171947c115acf156793dd6892e0d30483..b765c766ced211398fd1c7b87310cb9e9621381a 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 7c1341ca983056ca727a4d553ea51924f24f0c76..57765e0809c2c199a5fdf890ee8938a81cf5298d 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index 43007fefb1885dfb38e81833838cc4cdda1ae083..5a8a06578f89909011873fc4f588ada2bd80e361 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index f5464c4b746f752824d4bb8c61f143592a66e965..f0160bfde6058157d3099b0bf5107eb9ee9c9301 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,28 +1045,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 3b6f3e052ebaac01891c90c80d7f8c5e03a4e63d..5233d171b10c7f24dc2ef5358b9879f5bd5116dc 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 32d4d01b189b0a07647377ef912307cbfde39fdd..39e690fe67d502d1059a6b6b422d48a5669f3918 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,28 +653,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index 949e84ff808395fcb27d526b88a6fa89344fe2a4..158765a9bfcd19e14185cdd2da8edf03b385e3b1 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index 1208d36275fc79e3ad8097aac63d5473c5f8dadd..f81f187ee6f8cd61ac3aa0572efc66b9b926066c 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,28 +1253,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index afb082d4b728a26b0111d3afdce8bca0d32be7e3..61a6ec8a2262c1c2e94ca48d74638b1e1a6b9dbc 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index a7dcf1879bdc4785164ec35ec17f3063ec92eb5c..f67b4c2fa3f0d2a6cc54fa093904c03e8ca2f74b 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9908.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9907.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,8 +1561,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 4d0e4edadbae8692f6f4ca945892610e51b7985c..e39ef68a9e5317e26eb53d6992a5e922e7b50824 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index a184800137b8c4f30ed1126c7e97bf50c76923cf..d7309393fb49a9de882fb19e9ec55386b01b5fc4 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index a0ac852af2eed25df66f5039059754be94467b06..3800ebb746858ff38f218475c23813a0458df45e 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index 6a7e9f2b842e5a5edf0dcddea73d9cc6bb901a46..5850cb8d3c7fe5bba4063ee243ec3642e16c9656 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index 03ad86074c2a2df5dbdb89ab0ac472e913d519cc..750aff64ff0963a3932ffd8629ae5611e2aa8350 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index 15fed23e320fba557c75fe9330f18d1e44c32129..bb401ba0a4a01d19a6778cdebc743c43eae25bcc 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -696,7 +696,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/038950/axes/자본구조", "status": "derived", - "detail": "위험점수 0.44, 가중치 20%" + "detail": "위험점수 0.29, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -772,49 +772,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.41, + "score": 0.28, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 31.96, + "score": 31.86, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 24.04, + "score": 23.94, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 23.99, + "score": 23.91, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 32.12, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 31.97, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 0.29, + "score": 0.2, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.35, + "score": 0.23, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.96, + "score": 0.64, "grade": "AAA", "pdEstimate": 0.0 } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 98159752c97dcafbf45f5ae4097dcffd04818bc8..1a54963334b5102fd05f24d69a2e68e90f624f9a 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index a0a285a6ba0c8b62d88d695dc6f629f1c4f263ae..fbfb4d1e41472b017284419b229a1c0eca4b4e3e 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index 1e72a48838458efc0abf654edd3f7e35f8ab0978..f1a29711f5f9fc52f2d06d4c8e5f2a5107e1394d 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index fbd0e4e098f1ce931e3d376aa6814f7295f7f8ea..1da9a8bce94ce2a5dcefd3e9375b7bbbd42c68f1 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index a7f695e6e2edde358836c861c3e23b20f0566d84..5df0601470f30751b1c871d557354f4f539d7106 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index fd97e5f00fc945d9449080c72668a493df0c5e49..099fa9bfb9ef637693072450c5e031baefe228be 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 0e8d3e1b24242977fceb63f02bed66dff48dc5c2..13c3ce788dd0880872f5d56428bdc17a29cf2e4a 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,88 +1377,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f4c91c43550", - "target": "039290", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.565 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 03fc66d0775b2f643a0627a25643286a9d25458a..d06ccd439d3d0e950995904793fe77904d352728 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index e701e46e216026fff73e994e5fb2f2ebe19aad9a..fdf89cffdd93543c10cc13a988559118f612b1dc 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 726e9bd5ba52cf230bd90c581f7d7e4ac137e834..5a1298404893eb7edd2d1bb5d202c00fa6adac84 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index 925eb0aebda21d8d08fc66d1385ee4fe5ed1cfa3..9ee10fbf7ee4ccce4d67842165477c64c810277d 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,12 +1664,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b9d2bbfd0a2d", + "target": "039440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.427 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index 4e04aba4f4468112408ae2c4ff81f4ea17be45dd..ada2642304f67e7d584761630fd04e447af71cae 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -803,7 +803,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index be0c8b8f59e389a5e070c285d38df9bd37c4dd12..99a4cf5fae52d1e8194bdcc5de3981520ded7a53 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index 74bf22c0555a549f64c3f0cc9af7ba70a198e8ae..23286de47fb99cf7a69144bf052adc26bcefbcde 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index 5995c17c2f3fea5a15bc4198547655328e18a229..bde155d45cb5dd30f749b8d80cc47bc320e46581 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,8 +1492,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index cc55dcb5708adb30f0209a36a60ba720da9815ae..69837ffad21ddaa25e1382bcd098c348eed13817 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,28 +1090,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index 00f7a7b39062a76a9e437859ad5b66a646fbf695..a4078b22067287fcd0b8deb5dbb54c0ab74b339f 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index 013c35e1938327930e91a006da9a7a449c897124..6f72ba0b13e3c9f43d3ecc97f4c80480034cd59f 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,28 +1015,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1079,7 +1079,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index 6d4ebce2d8ef91e8a6af56fd8f569a893f98fc12..d8e2ab009a32eeb6b0f7203a76381a3ec3f10064 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,12 +1661,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:685015eb02b1", + "target": "039830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 681e11c9c8eb8352a0f83e514bf3ced42286999c..0c883d3ecd0fa43fadf8718219415cad755ef412 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index c2d600c5bdf1c32a30a6d397f92182592f5e0d4e..0517f9a0098472da179373487c6f29be567cde0f 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 96f6afc38e2e8b151df31964d66aeee702383aed..16253c465a8b809787072b3eb9d472383307f2ad 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.80%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index 025ad8e30f91c31056dbad7899386f8762133504..6cd0063481c586d64b7b61447e06fd866075f035 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index 0c9ac59b1bca7853880c42836cedbbf4acd4e780..7ef44be778db25f39343aa2e08c664bcd639e715 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -663,11 +663,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 3.12, + "value": 2.12, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.62, + "contribution": 0.42, "sourceRef": "axes.자본구조" }, { @@ -705,7 +705,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/040300/axes/자본구조", "status": "derived", - "detail": "위험점수 3.12, 가중치 20%" + "detail": "위험점수 2.12, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -781,49 +781,49 @@ "gradeHistory": [ { "period": "2026", - "score": 3.73, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.48, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 3.98, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.65, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2024", - "score": 4.57, + "score": 3.05, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2023", - "score": 33.74, + "score": 33.08, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 1.05, + "score": 0.73, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 3.71, + "score": 3.18, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 2.77, + "score": 2.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 17.0, + "score": 16.33, "grade": "A-", "pdEstimate": 0.08 } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 783695b80cfb1e2a199f9d17c47a3ee0c32199e6..b94b880ec35df68b292d12c3907429473fd45e28 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 13.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 8f7c30c982307049ba32a15a23354794495743f5..1ce85097df5d658aa32e75ec62a1a377450b3fd0 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index 74218873079dd1a276b2768cd031e4d83269a4cd..11843eb9901e0a42c557b27deab1330a64b68579 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index 635c5bff3fb119939a8b16a56afc1190696930be..a80e4dcb97a2a0586d4bc637e71c27685b2cab09 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:431ab1c82787", + "target": "040910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.292 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 84a445500987f3147e31637681627d31c9aa2a46..7f82ea8878f9d8252b975fcb8d84eb51364efbfd 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 693ef7853055c58e2c1100b0cae096b6525c2df0..9ed9eb5838d9db92ed84608ecfa295eff116c8a0 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -686,7 +686,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,8 +720,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 010400d37e2afd2a124e0aa13bd4babd4a883442..cd41cb37079f849daad50312734d5e7a804b2f2e 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index a3a05e468c69e04836e6ea9929544ee2dee7a14d..489a9358ad9bdf0c5bc1efa190edcf76755ab33c 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 3e8344a8566f003d767efc69e9f37014290a9642..d71927808666a0bad556121db88843323ea3297e 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index aa50f1b8483fd597582665861fabbb200e84ffc4..86d93e249698605d43bbd63590c72dfa732cd81b 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1186,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index fbf27430174a8a3d1e87646dfebd0a88eec89181..6ea02c49912fd73b11a7ad5b8b67357515bbfeb1 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 1358e1ac8f03c9832fe5134caf7b3fa286270704..c0286a4f34f85fba5a9428b6b306ab3b64c6c5b8 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index b771effa61fa3a4bae0f81875bb402024d0d7129..840ee5fb41449715a5a5c81714a22249b81d84d9 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index 925801c7277720a90c067be9f4673891f6139ba7..98eba060c56608ff6ca6c7ba65779ae8b7a7bad5 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.68, + "grade": "dCR-A-", + "score": 17.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.05, + "grade": "dCR-A-", + "score": 18.28, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index 302ea899ab61b7887bbb4654d1f9e5ee9b300ff0..459d3190691d73e230b07f38dfbdbeb75cecf6d3 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index 1a08e5c697095f35885976e738de08cff7aef023..221deb67ccf6a4757749a52c8dc0d2fcb9f64859 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index d11a191832aefa0282d520633ca3b27b4f43ce5a..1f97505dcc6d476b0bfb68d5eb70af8e50e2fc3c 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index d27cf785d8713f24f5f43c29b73d76ebce188784..07159fb63aafe731e66832983c9bb3ded47657aa 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 3657415e71ca70197553e96d2c829280a02c8c3a..5f80cb07626c1decca60482964f9e18bfe4c0fce 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1441.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1264.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,28 +1200,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,15 +1636,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index eea50739e625d84226c6f9115bfe37c28aa88e08..f26b7adad79ac22836b0d25d5fcf9073d2b15d04 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index da519383fe5524dab09632b7fd3f9f5c7405b0c0..b65d681c6fcb08505d7351c23046f27f9808b6fd 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -916,7 +916,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index c28f966b08ed81fcdbc2c47ee82b57b5960d8af2..6f72be06d08534b08e11c0cd17167a72b584e974 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.53, + "grade": "dCR-AA-", + "score": 8.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.64, + "grade": "dCR-AA-", + "score": 8.64, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7e298e5bff5e", - "target": "042420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index dae74f405ce291988b91e9067484450ef7a84636..0e4d1406aa2467ede7038e21e98d6127652a22a4 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 4059c8b27f6d086b1b6c46a877085bb50af24ab9..73df4a3073aaeda617a6d6110acfe7fc7d379255 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 14.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.85, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.82, + "value": 1.32, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.36, + "contribution": 0.26, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/042510/axes/자본구조", "status": "derived", - "detail": "위험점수 1.82, 가중치 20%" + "detail": "위험점수 1.32, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 14.01, + "score": 13.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.58, + "score": 14.39, "assumptions": { "scenarioStress": "moderate" } @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.82, + "score": 3.07, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 8.38, + "score": 8.08, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2024", - "score": 14.12, + "score": 13.79, "grade": "A", "pdEstimate": 0.06 }, { "period": "2023", - "score": 24.19, + "score": 23.44, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 13.88, + "score": 13.04, "grade": "A", "pdEstimate": 0.06 }, { "period": "2021", - "score": 23.43, + "score": 22.12, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2020", - "score": 21.08, + "score": 20.6, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 14.79, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.7, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 15caa44396e4546d58ff7a05dc7defe378c47ac7..4ddc2b766cf353c598c04df3207d7d335ff34a88 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index e8ac0e34f3578f43dd964405182445f4312c8d09..fd6b948f139f5234b424295bbdbe27f7deb04bd6 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 110fb569a543e5bbb008cde00376c2179011d2e2..621a1da1a8b909616db761b9f12def0fe0ff60c7 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -627,18 +627,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 28.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 28.01, + "score": 30.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 28.95, + "score": 31.2, "assumptions": { "scenarioStress": "moderate" } @@ -923,6 +923,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1145,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1224,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1233,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1264,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,19 +1283,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,88 +1562,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9eec22eb8c03", - "target": "042660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.997 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index ea2ed43243e9d575c02ea303df7dca557597e858..ebca8d6cbdfcbc2141fd3f160792391d027af13c 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -780,7 +780,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +800,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -821,7 +821,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -957,28 +957,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 9974836bfcf77d6643a8f26f47425dcdd0877dbe..0247a8889b9a90e2653ee56e52a5a5ea328a1753 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 16b14a28559380318fd4824587946762a983043d..0e71d3f727d8a34ecd12603a03bb9e5ab99dd3ce 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index 5ff21e8b84fcc87e5f4a01c53ecc113049dc8060..58eb56031415ad7509f0832d2a86d80f0cb0deca 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2232.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2243.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index 097e2681ba0983716c5c339727703c9f55502f3b..f3e6d3fc0783dfcaff7eae1513489d1c5fb4b1a5 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index 27387cf85a45b4fd3facb00c556cd24f921ec97a..b3a996d3b56d6c177e7e5565eceba851ac86eba4 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 08a604cf19274eba592ff7d104e028c8f8cd23f7..e7776c8f9ff67a465060421e3005639fb97f45a0 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index d9ba1897c73eea0c315ceab6cee4b07a32536e5e..af120ae70f052b6425dbfa7fe2ef9d5bb7c5f840 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index c1c1211303706d958dbbf1baa9f73db3d30812e1..26a2ab58c034b695ee7eb4e0fe4a0b254d41a27c 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 58368ba7d2eeff8b4f17502ade6a55184ec3b094..84d62dbd86c0b8ee5a25c1071a7a2b85898fc979 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "채무상환능력 축이 82점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index f04fa7e9d4f707d5dd94bf80f4ea452b1315eb6b..6f2d012caa4e5d81a7dd0f05f9e9dfddb932f870 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 3a28f6d70820ad2cd367d4a12795a571c9de2d8d..1b1a006fc26acfe0ea9a4897efeb1e9f7a1de93a 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index f7d8996f7433a8f507d55c9dcd7d455912e4eb3a..cabd4ac6f6eb06ee7aca247b69f04ca0278ffd06 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index 8eacee14077cf8cf8e04ff937229d75f9ae617f2..83c4865cba0944461bcb44e8cb9f40d58a9c9f98 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-01", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-01", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-01", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index cd4d3ea75749622d5a83192e060695884d83f855..2683543e569df5d7e3be079fa4e27a967cd5a968 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 1e460697e22a7dff4c5437cd9912db8908b94035..b59cfb63d9d9e98379562172b352dcf71c3ece87 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 21.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 20.14%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,15 +982,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,12 +1384,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c9878ae08a36", + "target": "043710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.599 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index 48723b71d42e3ef4718a4529fa24d6055691541e..62c8cd3e7459b8f2b3bf575b2811205de0018b6c 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 84319dd2351349bccb63737e4872eb979ffbadc9..3b35dfa06177ec410a86a1f244e68bb54837925f 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 7aa1f33183825ca8aafaa3361f90f646486eec00..04ef4963bbf7de7598ca14d45b59c0bf9d599669 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 613.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 615.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index a96f45e4142d07a2da24545263a08a94100d6d1a..19b0c22f1860f322418187ef40f1a09f88bb42e0 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index 4dbf14b9c0917c4ba4a1dce61c804993330ca705..09d6fabc5e3b8fd0845c79ae51ad9905a1238e83 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -579,11 +579,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.87, + "value": 2.46, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.57, + "contribution": 0.49, "sourceRef": "axes.자본구조" }, { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/044380/axes/자본구조", "status": "derived", - "detail": "위험점수 2.87, 가중치 20%" + "detail": "위험점수 2.46, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.61, + "score": 25.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.96, + "score": 25.84, "assumptions": { "scenarioStress": "moderate" } @@ -778,49 +778,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.89, + "score": 0.59, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 22.42, + "score": 22.26, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2024", - "score": 37.14, + "score": 37.04, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2023", - "score": 37.96, + "score": 37.76, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 24.55, + "score": 24.22, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 32.93, + "score": 32.43, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2020", - "score": 31.1, + "score": 30.55, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2019", - "score": 33.71, + "score": 33.06, "grade": "BB+", "pdEstimate": 0.75 } @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index 54b14290f230953af4013827e42cbfd9b6547d20..39a3c95d836fd7deeace7d846c73fe5efbe10695 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index a27040f2fd249eb713bdbaf6fb37f8b2b718d9af..b9d42bddfa30594c81f41ae5b36dc7bd09b8273d 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 126.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9568fb17eabf", + "target": "044480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.771 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 59d426b7741645ec18badea0fae5e5e483359985..25b54b77dbe4e7ffdc2c06402d6c12835e2efdc4 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.45, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.41, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,14 +824,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.45, + "score": 14.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.02, + "score": 15.08, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index e53ebad929a4b4abc62f512cee5c5ab2bdd22942..3a21681f9f33c6c3c8f304200c3f109afceb684d 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index c9b83dd943b20a3211ef7ccf7fffd23c1842c506..8c89c720b49cf8b64c42b6412360a2c5d926d186 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index 408930919968a0d262d0c1eb1123cca2adc251ff..5a82031655da61ce25eaadcfef179ce33fa3ab3e 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,28 +1241,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index 87bd2a4f563d026f2906d52669de8a4f26378d0d..a1d7c74e51332e45973d704f776ed8976729b999 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -721,7 +721,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 00ae069c631101f415bd17ac48a9ab552a391d9d..2969a3173c9eec8cf77bb3a89885de1bbc3e29e7 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 0206b3de547469f961ee188a408d59eeaebe0faf..3f848143ae2047e00b025244dbb2d60a5733ec03 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index 18a7a482d96cf825a3ca6d6c6f6cd500184e81f3..d334680485285df522fa9caaaf54973f63903e8e 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index 634af2d3ad01b80dcc23e11eb87303a970313e8d..7730af97369011ddbb5d14be5928958f9e211062 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,19 +1239,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index 4eeb91126de9dcd055a6cc20f86d58eab89ffad8..faae50993c2d01585f41045a5c0a58b86124e792 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index 1b5502e119deb8bc50b1916ce372a36c3211ffb7..37c243b4216068c6da64cd0479ffdb32f7cbde1f 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 17.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 16.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 17.53, + "score": 16.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 18.63, + "score": 17.04, "assumptions": { "scenarioStress": "moderate" } @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index 18a57abcacffc723831cc68ba2fbe26e83007eba..890f15bbdbd85db35423e02ad1847fb0f47b9539 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 11.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 4d3fb070d7b5f08fc11c28e24faa34feceda253a..018690fb176b4d313170336b7678e383f8223e2c 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index 43d774c7c139566c764b0c63e193af4e2916db8e..93ab621b316bba3323766ef1030f6b49db50dc9d 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 15.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,19 +1260,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index ac00c9be623c6ecefb94288944f011bc291f6892..e2f04076453acaee9ab95afa525f68b5c8034e96 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 142.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 143.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index e9ed89f089d6f4716da9aea482741df78183b0eb..292624acd1eda56168d57c02493a8dca05da3f90 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index eb4a4dfe34297354f0f6c246c2e57941532e645b..93e4ed269eb96fb80c1acf6bdfc47d86c9ce5ec7 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8af928184a50", - "target": "046210", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 86124d47bb1504ca16f4a3ebf05350822ba0baea..108f3daf84def9e70e1d1b117a1a89e9e3c09ec4 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index 735bd2bfd5739289c8c16e9871532d84bb090574..d8006fd3e4de5e8640c056b359d93bb8789e0b2e 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3988cd4587ff", - "target": "046390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.246 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index b40ebed252bd61eca29a9be5d2ba3158e3474994..d479f1eada325bf9837c39c8cda4422c2d92e657 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,28 +1157,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index a1ad2c3fb774a5d387db0c5153183be2887d350f..2a969be5f74334ae221503ea698c575d0dc84a91 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 4093afd28caba60c7d548811d9379ab21879fb0a..778e9e89b9e592e0eeb374573e72a5b83e025c5e 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,13 +654,23 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 12.3, + "value": 9.96, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 2.46, + "contribution": 1.99, "sourceRef": "axes.자본구조" }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 37.63, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 9.41, + "sourceRef": "axes.채무상환능력" + }, { "id": "axis.유동성", "label": "유동성", @@ -670,27 +680,17 @@ "weight": 15, "contribution": 5.44, "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 29.23, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.31, - "sourceRef": "axes.채무상환능력" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/046890/axes/채무상환능력", "status": "derived", - "detail": "위험점수 29.23, 가중치 25%" + "detail": "위험점수 37.63, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/046890/axes/자본구조", "status": "derived", - "detail": "위험점수 12.30, 가중치 20%" + "detail": "위험점수 9.96, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.95, + "grade": "dCR-BBB-", + "score": 28.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.16, + "score": 29.28, "assumptions": { "scenarioStress": "moderate" } @@ -839,13 +839,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -858,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 15.45, + "score": 13.29, "grade": "A", "pdEstimate": 0.06 }, { "period": "2025", - "score": 28.97, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 34.76, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 42.23, + "score": 42.83, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 26.89, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 28.34, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2022", - "score": 27.27, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 35.41, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 19.55, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 22.76, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 20.64, + "score": 20.16, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 24.54, + "score": 26.88, "grade": "BBB", "pdEstimate": 0.25 } @@ -913,10 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 36점으로 등급 하방 압력", + "채무상환능력 축이 38점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1597,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index d04bf0b713190c907fba11b23049341bbd5db4d5..8325aa5de9715327eb79db28c58edf7fb9f09834 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cfa0b94ea0ab", - "target": "046940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index ccb8fbb941676b2455574c886f94e294b5318aba..7802a9e576b3e23c0c1cf7c6ccd071ade99590c5 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index 0be6679813e273c1484905f188fab589794790d2..5192675a05b20b397c4f2dc064c47504db2f3449 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 951fd2606240839c4a541c6fb6aa5c6e6a899a95..67aa1e2523c52e5794e98ec4823c98fd59eb5aca 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index a9477e99719c9766aa041bb797a4f9902f2974a7..e55c6fbc56989a87dcebd601c56a32fbf90ea1f4 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 9c8e0ceed6bc7b23fb3eaacb98a4feb9fb757f63..e94fb908410f112bc6e832e64d53c4834792f173 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.53, + "score": 32.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.1, + "score": 32.85, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1e02c5fb21b9", - "target": "047310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.324 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index 97a9d8bab2f968074c7e06b5eabd679ebe2f5ce0..f8504c6da1df7f468b458adda0a699b9893651e7 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1554,88 +1554,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b0a8700000fd", - "target": "047400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.245 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index e6acd9b7423e6ad726e6226fee57c9df666953f9..93513aa4dd2f5e6a54d33a5077aa6b2561e2849a 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e27ed5bdfac7", - "target": "047560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.648 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index d8568e08c42ec397d71cff3bf049342155b868e3..78465ec5e5c5644cb8cb31ed9af40b5b8dd33ee3 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 86a921d2d9c5a1679b7dc8d9b7a149df8a4feaec..8ca039c7962d5472107d4474eceba51fdadb11fc 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 8d361e714b4aa1ac4a9d66515e23da44267e1617..5c04bbd4dde78dad78629b66ec831f37f2935b87 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 41.00, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 43.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 41.0, + "grade": "dCR-BB", + "score": 43.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 42.64, + "score": 44.79, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 13조" + "시가총액 12조" ] }, "divergenceExplanation": [ @@ -935,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1229,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1242,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1261,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4cc7c7698bfb", + "target": "047810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.52 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index 1c142212a8e85db6dfa01f0436fe77fd07ce436f..1e422a8d33a204af855028ff9043d0cfafc053cb 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 2655ce02531af935d5b2e7e9a72dfff057147ba1..fcbde9dec3e6900203512665f491f946e740ffa8 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -928,7 +928,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 30e5b2202d44a2d49f5f9b837876abef385951f2..6a3571c13502986b087b81799963806a7953890c 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index e4d3e14461501148967ecde3d28bc60b04c75e33..d4573c38389c8271f348c080ec17d8edcf0076af 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 8a846b338b70c11cda7e4058742d9bb4fac6e0f8..2b4aef8e1f55891a2c6a6da1db6bbddeb62ed3a9 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index 55c1c83e7b5ef67292c5c507b7583d8bb3689afc..ee1b375483c236e661fba8eb6f8fcf82e9f816f8 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 6a5a8da5812573a3f016bc62a64098a8affb6abb..22d9bd537402518d2640184560995ccb9c2bba4e 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c466352963d8", + "target": "048530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.638 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 7859be74e91139dd68b5e00f4cb17e7f2b14c465..65aa8dc4611e9941726867ec589b48e0968bba3c 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 10cd31451d505fbd20207db99b69e7a50d479e60..57f2bc0278aa1cc751141775d703849c46fb1166 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index 54b4b95e6157230ee2f76a9bafa50c856d519f18..14b99bb7927047c7846c043fc7cdcca8cde38bb1 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 764dab96a0a59eed7138988f4192b0221347de5f..27be46388468cb646f9fa8a2902d1b2b2f14f417 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index ea6431fac31984782776365005823b0e58226171..fa653007e6a8daa89649676c760d314a6603c78d 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index 52e6daff710b2cf238ae8f18ce77ea8c27d5cc32..2a545cca9d06a4319ad9e728ea8e47589c988786 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.77, + "score": 0.51, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 20.69, + "score": 20.58, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2024", - "score": 31.29, + "score": 31.18, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2023", - "score": 8.58, + "score": 8.48, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 1.58, + "score": 1.46, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 1.15, + "score": 0.86, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 3.14, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.84, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2019", - "score": 2.34, + "score": 1.96, "grade": "AAA", "pdEstimate": 0.0 } @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 08eaa0031f1d04a8b3b775635fb579e7ed368153..bbf794668f90704cf600197f36fd9428382d8d47 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1546,88 +1546,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c782ba48b525", - "target": "049080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.591 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 2dd87a7b8add7c564e16a37445d7aa8e3129b8de..69181daba364be5f80189c7c70ffcf93fcd3728d 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index fb384031ffde6ed66482732647f8128d216a795d..915d06836057b4d1c138ce16fbc3d926e5210012 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,28 +551,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 44ce8755309f486de515e589d19c8fe8d62e0abc..3ebf79fef6d92eab2af533862a2fdcec63bcd835 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index 28f12951c78289df874ab0d6b6aab70f2373806a..fde0757b00884c7ef0847afd12a8928ac116dabe 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:632a5a1c1f9f", + "target": "049430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.411 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index 972c59591ab95c0a69430ac9c19fc45ef7691e2c..caff2b188db75040c920c5974d3888886c231cd1 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 418cf0af32d2743cb7b7788ca797c64fb21048c0..94de7bdb49695b511eea683cb75fbe7d96949fdc 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 66a0be6809b7db901c949ece9ccdf8a46cb7e0aa..29dc0cc03e6434f80dbb3a433501139e7b5306de 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:981774f59374", + "target": "049520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.512 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index ed6a9df8d62a839ce785600f7361cfa0ae14fc8f..21650b45bc79647f3582e29ca8e4d79887432986 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8e61462e6c32", + "target": "049550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 073ff1421a96b8221d9c37132ba8c2227eecccae..8b0a13adcd522383d6468d8507d1b5978a60a7eb 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index 54c6ebfe6b5126812ec415f9bfb569e92c010840..e84a088dd8d735961e8128346c60969b129b274e 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 27ff3c08c416761daec203e08a1453a9acf561c8..42022e32094761a5d4339b96840bf44ebdc61c17 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 5eef79f84b0b52e0f49d4750afd258a90abcfcc1..12e3ea80974626c0075800af373ba1d5a7481643 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index bc607869bc87ead86e51af0361c1485e9010a990..c62faa61047f4b475cfa6dc8c3beabad3b298562 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,28 +1242,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index a040a4716ef54928c3f8d8a2823ec7411dba9ee5..d6b5f388bd0d15cd9cf2210252b5625067bab4e8 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 59d7db086bc8ef0e905d2cd01a948b20359ba30e..1db7c251214ffd14a506ec128bcafcdf49e7807e 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 97fd093ff39722d63cfa0096f22fabb93cd7e362..94cfa6a2b5bb69366c2e69b74f7080674eb2bcec 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -934,7 +934,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-01", "period": null, "status": "derived", @@ -954,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-01", "period": null, "status": "observed", @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 7c00000e948017540bc9688d11867fab0a7b44a6..48c339fb42cb86486ae5cefaa75554be45e734ec 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-10", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 6a789a97bb767986785f8f6f34efd767630f7730..07c967eebfa68905b4f5f38d432b23c5a8ce1f0e 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,28 +1190,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1589,8 +1589,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index cffc7b8729f959f9d0707d4befc6294a5329023f..8761ea81df250c019a65e1103d0953d5c913a993 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index 63a38fa2f80339ffc1f9635cafdeb01ce4fab72f..0cfe96014173f34c8db9262df9f8e1c2907d8419 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:84a7ba82a7a6", + "target": "050760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.749 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index ae32a64cf1c0188b7941dfd7e95567cd0d3c1a47..97d5bb783f45d3ea260d1ee88974b7a1957119e4 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index caa163df8bb839d55d9b63e7ae813bda9b9ed901..a34d0434b83fe3fe0dea2e10517dd32d9f282c3f 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 0278ea258fb63bb47584a5ebc4431f7f9bf9be22..2af3c2d12f95e8214614f08d5b7f10cbf17e7dad 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.03, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.96, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/050960/axes/자본구조", "status": "derived", - "detail": "위험점수 4.32, 가중치 20%" + "detail": "위험점수 4.14, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.03, + "grade": "dCR-AA+", + "score": 4.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.13, + "score": 5.05, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -852,49 +857,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.37, + "score": 0.24, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.41, + "score": 0.27, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.19, + "score": 0.13, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 2.05, + "score": 1.95, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 9.18, + "score": 9.07, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 22.06, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.95, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 8.89, + "score": 8.8, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 0.11, + "score": 0.07, "grade": "AAA", "pdEstimate": 0.0 } @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1209,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1222,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index cef31cb1387023059fb93be65978afaeebac6752..d96406981c944bef95d8e0e0cfee988354eab08f 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index af0530f6b4b97840ba5c44d37f1c478aa3688e15..6603743d7ddbcfdb30e5476514384c565eb02759 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 4e6c8d107131c8f3eb9bc8a70037caac10523468..5deb51f80974e1955050d571be54fb4e4ed58840 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 6d1210a855d59a2abcb8259dd944d858ce291738..d42fd598f55285028595de1e2f0acad3e01eaa8d 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index 6662968577e3cc6f24795b5149affe94b6c867b7..6e710f40f54a334414faee8ff25ce0ac5cb55352 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index e6497444bf73bbe427f64e27f0d1f82b7649ccef..baeaa0663aa0eb22b9003b641f48032f466109da 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index 87240496b57200df74d8d317061191ab159813e5..927a277ea033119ed83481964509dcb9eed4298e 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 21d1e18d19c3a267285204b983a82465c4ef37f5..f6baea4da8aa9b6981eed3a282d4b4b5dfed6192 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,15 +1605,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index 7686862ec9272959a1e8ca9cc044718774459147..29126cd67b0da4cc8cfc42463eb591acb2617130 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index 79b1f7beb0144841a37ab4b5945a21bf0b8468a0..addb015827f0db0c9e6ea2dbae9cb997b94459a7 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index 132e20f5d9c38c99f5756e1e7cd65cfa5d30e238..ef4049ff121cd6935710bcc72997ae2130e1b100 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index e367cf48ffd641c08a4939af8ce4fb639cc1da16..baf1f2eb819a33684f0003b2ea4dc72bdbf50ac0 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 03566bee2ecaba6372fe1496edc64fb5c586b157..d1cb35996c33a9327b2ccb2531d23a40ab3b2f4f 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "중대형기업 (매출 46조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 12조" + "시가총액 13조" ] }, "divergenceExplanation": [ @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1605,12 +1605,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a575c39bd453", + "target": "051910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.718 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 18bd278e3d8e212be401b913630f8a390ceff552..7ff15f35763c3380d9af1486c815361c7ab8344b 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index 0236cacaa4b34c241131a2c744b45fe72b48325a..4777a935ece99d4af6ddf913712381fc39b6a6f8 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,10 +981,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 20021a030c6b30be18aca990d652d2b8053b8dbb..60068adf5c0f1088cbf614aa08cb2b447158449b 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,28 +1084,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index dafaeeacfbc844bc71fad95d3799cc9295e4e413..6fd8ee90e6782901a384d6680b8e08b58156a58b 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index 66b615944ed36bf81fcc8fd3c6029e496a8c5ac9..1ba82f675b8251b9ef2f9316f56dcf91f4cd1621 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index 9ebe7c265469703c45304ee9a02811d8838c7475..fa085ac02152eda5149fc2bcbd3d2ca481cb12b4 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,28 +1160,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index 436fd0b5b41c89257b470919b2021292e399bb00..fef581f8b656272946db1aabf7df4b4de9bddec7 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index b39e083a08febc4270e63a3c81d4bcd4cadb289a..0cde437e1ac517b1b9e8e02e5be844ac16772079 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index 81040efa67afe4d5d32e316baa36b3278cbef7e4..c699482353cd8321dbca7fb33a07831df4eea5fb 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a575d099798", + "target": "052400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 8117fda887744ee7ebbcad8619402a87e191d7e4..3d0e02e5c669c490c13271998c025786b09ca62e 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index 684fea381b91dd833058c4f42ceaf6cf961d1aec..d3e1132abcace775897e6b18bbb97248efd7265b 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,14 +651,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 9.18, + "id": "axis.자본구조", + "label": "자본구조", + "value": 7.85, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 2.29, - "sourceRef": "axes.채무상환능력" + "weight": 20, + "contribution": 1.57, + "sourceRef": "axes.자본구조" }, { "id": "axis.사업안정성", @@ -684,12 +684,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/052460/axes/자본구조", "status": "derived", - "detail": "위험점수 10.01, 가중치 20%" + "detail": "위험점수 7.85, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.37, + "grade": "dCR-A-", + "score": 18.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 20.31, + "score": 19.62, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -852,49 +857,49 @@ "gradeHistory": [ { "period": "2026", - "score": 12.41, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.68, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 13.41, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.11, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 50.22, + "score": 49.22, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 17.4, + "score": 16.21, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 64.19, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.47, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 46.57, + "score": 44.49, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2020", - "score": 60.43, + "score": 58.69, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 49.83, + "score": 48.88, "grade": "B+", "pdEstimate": 4.0 } @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index d4f4f61fc5afdf1fff633d72a6291f871a2e26c2..51872c46d98268f2601133decd84bcacf1f48314 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index b86e5b2c6c0f8bfaf62988beb235dafcca755a12..5af040b875a0174c7105a6abd16c888b2f9d2ae0 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,28 +1160,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index d1947a39eee7edd3f207d1aecdae9af62e635a55..879e7240a8b320d58cb5b87ff0cdba19b8c2b9b8 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index e3a625412e4ecb7d3d684eae598069e7fd0903f4..f9862bb83fcd55cb5998bf4e88e160f3652adef8 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index 362af1344a0defe03d9cd09cbc08dfae3d5d519d..5aea72333dda727291acc55540d036e8f5e51821 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 605.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 600.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index b5ddada2b3f76219fe6732e19dc4311494f5430b..d968775028c0da1adc5d95d36207b8542b731aa2 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 9620a06a419bcdbd4afca7b3a4e7584e362156d9..534ce57ea8fc091b66705b465795a4c78da11953 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 6c8f78d4700381443c59df667bbbe54e385544e4..2c1c93071b99f99800543a15a64a82a25e925999 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1662,88 +1662,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:74428f67d4cc", - "target": "052900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 12020076607ac5a6e1106c48de7aada9e7cd81db..29d4c997c255ea5b46863d9357eda7d3153541d0 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 28.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index 530b4d485378bb14b21b19689a4cadb7744481be..cfac672ed53441b9decfc834619778ea8201cf09 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index abd4e648a34424366db5c9e810057c915e74a7b9..80f4c3e9dafc53e61d47ef510710e00d744d66ed 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 71237173e436faef0ec45cca5d6ddef98f0cbef3..59a3a0a654198510d351073ea3e68b51892cdd4f 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,15 +1452,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index f82a56d2b64e2e6a88fcf27b75190a78623f5a36..5d699d573bc72ac22810885025f08254b004cbe1 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index 04aef87fbca31673d6a39bbc20c7b93e251bd709..703ce28bef9b046adefa7fa62a1a27b83eb4e809 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 948d2aefee469562dce10055ca46a04c1221f7a9..8aaa3207b7b523c63002af1c5b88b3a369577d72 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:55fac0151638", - "target": "053260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.815 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index e98e7ccc80067f1e42889b9c0a8f20c7e5a0ea63..a72493ba11ad4e5720e8c9aecdbf00bb0c26fd59 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index 417fe3092f6bf585056364e9480081790ac31040..ef306f82eb15a829f61c9a18aac80baee4053d99 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index 23fb6d3f018e408dfef0249dbd81924eb6f06945..4dc867ec6ef41964f55f612c270c862ab05ed9f6 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.15, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.15, + "grade": "dCR-AA-", + "score": 8.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.14, + "score": 9.14, "assumptions": { "scenarioStress": "moderate" } @@ -851,11 +851,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -923,7 +918,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", @@ -942,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1069,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1088,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1228,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index dc3bc6c98a4cea9c81f687feb4060a2378d2190e..5efc21c357fa0b6fef0174a1ebedd1cb0e545dc2 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index 1ac20caba904811a2267d3ca6d47c12439b14acc..371aefe958f35e7dec7042be6fd9450ab5887f1d 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index adf3ff3f3cc3256fcecd40eff3cd9a6bd2bb4141..21c7347492154f8d225288a34d7626be4b40f463 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index 9733126bf323b7757aa83c150aab5629808fb143..0d30c2a9e746ad6c546deea6047312799b84c2f6 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index e5a973ccbcebffd43d678476d5bd96b152db3b4f..dd9d102d2139bf4fbe5347829723b76d3dc6b9a5 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 221bfaf5f3c3aae0f0240ed7d45b7beca8ae236f..4664843626e508fb4e8ac292b21d24a0fb8c886a 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 11.36, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.94, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.24, + "value": 1.32, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.19, + "weight": 20, + "contribution": 0.26, "sourceRef": "axes.자본구조" }, { @@ -667,8 +667,8 @@ "value": 18.86, "unit": "riskScore", "direction": "negative", - "weight": 30, - "contribution": 5.66, + "weight": 25, + "contribution": 4.71, "sourceRef": "axes.채무상환능력" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/053620/axes/채무상환능력", "status": "derived", - "detail": "위험점수 18.86, 가중치 30%" + "detail": "위험점수 18.86, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/053620/axes/자본구조", "status": "derived", - "detail": "위험점수 1.24, 가중치 15%" + "detail": "위험점수 1.32, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 11.36, + "score": 10.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 11.59, + "score": 11.16, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.42, + "score": 0.56, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 15.23, + "score": 15.28, "grade": "A", "pdEstimate": 0.06 }, { "period": "2024", - "score": 7.91, + "score": 7.97, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 8.5, + "score": 8.57, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 8.95, + "score": 9.04, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 5.79, + "score": 6.32, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2020", - "score": 9.62, + "score": 9.91, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 3.35, + "score": 3.52, "grade": "AA+", "pdEstimate": 0.01 } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index 7aa37ee0062c55ad3b81a108e679626a22132dbc..16ea283db2c15618138130947ece23979281a10d 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index e726da1a44e1a02d4c33fa81f768b9aab37c9006..780c8e976798365b8b99a10a974647044f266c0b 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 93715d8e9758da348d4884db95817fce3a7c33fe..175161e781d31063af22b72bfaa215fb48b581df 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,28 +1281,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index e1a488de0996c3e357afad03f409e3678e69a836..45629d192d7ea7e4e38c3abe3114596fb4d1f13b 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index 2a0d5d1599418fbdde75885f53edc8293d80ac6e..dd675ae37246938c1fa37e0c489ce85db0b32b34 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index 33c9913bc7a1e4b91fd5b03977a6fcd3371983cb..ce0140fd6c7eb9d40b55397f0c45ba514e58acd4 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index d607fb1001f57d5f0cc56995be5f307972fd7c4d..06268664a5959128654ee9da00f67bd729748360 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index df94c16e076adf9a779a611e80d7f033b4682377..f427138f955f0d76a2a6dfb0c22e6d5f739e8f69 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index bb1c8513cd24730defda23f7bd15319c33c59dc6..89a16546bba2df3f9cfc861ed6e19ba38649f9ab 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,19 +1150,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 6af38136f05757feafdfcc5e112ffdf3de0ae696..22e43b8e86ad0b23ac5fda6b7b8e7281a2b6419d 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index 06b8e89955e0873eab56a8fc13f64e9e08bb820d..c5e66c3102bb9088a1287e3056f560cca7b9aabc 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -834,7 +834,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1130,13 +1130,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index 375f7b65ae7b3c71512ef2318765cd61bc292ce7..5700edb8ada2ed2d07d824218eac67a93a0d4209 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index 66b1adb762d0bedca0a51454215158e827f302f0..f14402fbd3a8a80ef3207bbe89475a59a5f408b2 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,28 +1250,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 0de1acb132d2718a8c8ff5d13bd52c8cc86a8c0a..28a6ecf5418a1d23d54e9dc3364b168c6bf8207c 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index b28b2f03c7d69028d4c507a930fe65a06eb2fae5..72374d8f6b77ff9696be3fb4793d14fae3674307 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 865cef862a968867b27ae1aba7a6fe84f5f30864..b267474bf927dedf2dda79735d4574b4429c2360 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 95d51709f7cb4e0f9039210855dd31f8d5b92b9e..5c5d40e2f35c7423c05988a7b3b43e5a95024871 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 1ec5973fd4719b59bcf6d8c49a4aad13b30a73e8..ffabe90dc4fc62125b6256b3d176f84f8a5d8b49 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,28 +1191,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 1712a9677964f94731f9ef2209472df081de4f92..2f279ea4e3c032d19929e118d85e8813d017cd5d 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index fbf80ea2d75f5fb8e95014a7ffc86af418567c22..e1a24b8d0adc6a825fe2307bffca026a8e9f5047 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index a5468b6ce18d6b225c247e4ab13a30e3be055027..1635a79bbb03a0f7dc40bb4445fa38a34ba71641 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,7 +1673,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1695,7 +1695,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1713,15 +1713,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 3d021e749c5ed77356a8a8c5a63d34b1667f2011..17c63740329f43a2d5cdd5c5b5d7f38ddf1f5074 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index 91a24da8560663bbf2902bd76f9fb10986600ef6..df1b5daad20bff09f3a99e3bd251a182899e7437 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index ebfb1cbc13e6ae48508839a926d795807b1f5cbb..bf113778f375d3b0176572c4aa31e1baff4af09a 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.71, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -674,11 +674,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 29.43, + "value": 27.39, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.41, + "contribution": 4.11, "sourceRef": "axes.유동성" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/054940/axes/유동성", "status": "derived", - "detail": "위험점수 29.43, 가중치 15%" + "detail": "위험점수 27.39, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.71, + "score": 31.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.77, + "grade": "dCR-BBB-", + "score": 31.94, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -858,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 14.27, - "grade": "A", - "pdEstimate": 0.06 + "score": 11.14, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 43.0, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 41.78, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2024", - "score": 31.96, + "score": 29.9, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2023", - "score": 48.44, - "grade": "B+", - "pdEstimate": 4.0 + "score": 46.93, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 21.86, + "score": 20.09, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2021", - "score": 65.42, + "score": 63.19, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2020", - "score": 61.36, + "score": 59.39, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 46.47, + "score": 43.94, "grade": "BB-", "pdEstimate": 2.5 } @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 0cc31e07e2751b04c24c42b34093134b652c43c1..93d4ff0ee4bc5bef5433965655bd400a17ae5160 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index bfe71d47440854193bbe5f9fb277e50e60fb4bdd..812d6cdc1c6f1ecdb98d39016b770b771fb89d2b 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index c245bf903776f87b21ea59de35d60d62bc2f0fdc..81cb46d49a9b68708df2602ee74f8b8de4060b30 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1169,7 +1169,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1187,15 +1187,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index dfa774042bfa1d6a09121793b9b3385e46302d48..eb541ac20da6d74f384aefba7e080068b3d147b5 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 289e8d14ca70164df24dfeeeb64c7f0e7a091413..174abe1cd332aef3e2b125c4bba6c2259e95e4dc 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-09-09", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-09", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-09", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-09", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index 3968a109510eb8c83f7320330485855af330aaa5..d316ff2f562b18453446dcfe569e1f1be8e423d0 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index 0395ad2d94aaa41f4cd4a1dece0935bd4d34ceb4..3cbae15478bf94aaaa9ff994b6cf31f05c5bb613 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index c3fda40a5cdb558df443d26eba40e79389067a7a..5ff79ec41374e027007a6b9744fb08162a37a156 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 1da2e4beb231c1a9046e751a59e5a1a3df475c9b..e3de41a226771b866b53c437fe547ba320d9ed75 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index c8a87cbd678e47d337bca5b862ae0746b31a92ff..619672e9192700e4d9e55453411f905e5ff28374 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index c35cbf0f8efd443ee0a578c696053458bdd0e6a3..a4a54d7a7f8df71dac8795a0b0bcd923d149e4aa 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 8c9a8f3ca11de3f3448b731b3fa1a3b903e73798..10558317d872f9b70d6752fc36b57564d7b831be 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index 5749cdef93c861b3588d53be5ec641a2eeaf8904..452918c37110b7d3e261096b99ca08e6672badad 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index 13e2f854462bdc2e58fd6d8a95b5105ffbb0e4a1..a58799bf27cd74c250792998a96887474870914c 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -547,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -708,7 +708,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -728,7 +728,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,28 +885,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index a5da3fcc629fbbd92a8fc48288fe158e71440abe..1d4f93b86518c44d765e5dcdc19cc20d65ccd015 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 3c2980885bc32632a2687bf577c7d80ff69fd380..768177972e0b67a54e75a8019635e4f556afbbbc 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:602f85cb75d6", - "target": "058400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.751 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index 131096d0bb8f166112ddf5b3202ae121f5626419..7b14f6fa1e53accbbd2622d815e2c51ab7761bfd 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 968b6011333e8fd55d9f9e812211eaa744a8f922..5548f032660099f26b272ac2afcf9191c8c4c744 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-07", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index b0a5970fff7493e2699da2a4793de461cf6752c8..4ac7a64f2db397c697c3256aa51dab8429745713 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,19 +1238,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 7f3dd40841fa256e955a4d6fa60eb1e49f369f65..389c8bd9be0e82d27af93b5cca16558bd0d5fb80 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 1212a5e849c32733ed6d40849c789f5ea9242a57..4227a215cb5bd2413bbc1f27add60895e6b651da 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index a2487051ad7fb1aeb85921389bf7302222d53425..1fd96a19331e50ca215abd33f43afb4c7b7ec47b 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index 63cfed116de8937931f5731e78110c85b1906493..0b060608de9297bcc9a782de0854f79447f16a2e 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index 4d3888c9b2b9063bf45cc9cef5351ea577bfcd7d..ecc9193cd8b19852293d2f77c21764f6a0d7bb1a 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 에너지 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,49 +850,49 @@ "gradeHistory": [ { "period": "2026", - "score": 26.3, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 31.43, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 43.39, + "score": 45.21, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 36.59, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 38.56, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 12.29, - "grade": "A+", - "pdEstimate": 0.04 + "score": 16.08, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2022", - "score": 23.57, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 29.06, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 52.17, + "score": 54.02, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 55.08, + "score": 59.7, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 33.13, + "score": 36.13, "grade": "BB+", "pdEstimate": 0.75 } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index ae2d94da38164627ab997260270e91453a54456e..33ab8d0b0d25461e27f900a3519c14659bfd6cf1 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index 887e493069c92f138a36757b32d2d796995f94f6..a8667bbbaf048a58de684a4a46bc94737adedd83 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 0066b34c30a932385260fd55366fc713b2c1bc81..70725f2c19a11cf169494fabf5211fc1f3f87aaa 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index de3355d5fca5ba7af96353eaab5336fc39f8b505..32c4b8b64132d6f99e7a0cf233cc345e5e68a23b 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,88 +1402,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d21c7d861692", - "target": "058970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index dd6983cdd467666e9df05211f1a17356099f4276..80a8b113e0cbebf7d9e0bf4c6e550a112cd5f24f 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index fa7ff7195c1bac7a1d0c025a99ba72576655f86f..9b73656d0199b1ab952d38101bdb86c34b79a20f 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 8aca9803557d401fb0ee295501094c5069676832..0e802972f916d778040a76d3dbea5ee3a1610915 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,19 +1241,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 0fce9a2ad128f9cdfc324763014464467cd10e66..62d39f13f93f98358fab7c6f165018e970395b62 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index e8ceee95c58dec3e336239cdf54a92347047a507..268507aac2283a00eeb564e1fd525024ccee763d 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index b2b25929381d9e2b1ce0848a8d5feabc1c63c690..240a8693902f5205e723d2dd0f05d913e5201ecc 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,15 +702,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.7, + "grade": "dCR-A-", + "score": 18.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.7, + "grade": "dCR-A-", + "score": 18.31, "assumptions": { "scenarioStress": "moderate" } @@ -775,9 +775,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -919,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -938,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -969,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -991,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1078,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index 02b060c40996335d07311d90289a2f7d353d7cff..13bd2134a89d71ead0bf13748615f5f3dfc0faca 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 4d52e3deee0a6f5a3a415ca288e7e5bebf98cabb..28175dd34421653532c88ab883fa779d973cbd37 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index 2a1d508d3f73da68e9b19305b518e813eed15a08..0c6e03b70dba926d3d85832b48daaa9d2bfb6710 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 7f296afba87c55e5ec651ed27f3d19f1f0ef0c48..b15e17ad9026dfbe71e5d89f0a33040516f30e3c 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 83dd6fee4ed0028743a5c30119e7682d72cb3ce1..3ab380040a04dcf5fe5fa998c946c1775bc4bcc3 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:468afdcfa0e5", + "target": "060250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index 6024a0f85659990df98252e00c8191cebd39c576..a22b8081a17f3f76f9b956ce7e14eb3c4e14b462 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,28 +1265,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 1fe608d76723855c6945c769ec778cd8a8f0a286..75109d51693961309bb400d39b014d2e53c02c30 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index 13d0196cabb5f2fdd300434eb44f407f39ff1a8e..9ae0681ccbbb21989c6dccbe72a5d5c52000ffc8 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,28 +1154,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index c604ed152e264fffad70981f3b5f553afc388512..6bd30a433e1c60dc73e62cd051448695aab3f65e 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index e90229ba1d214b650a283e90c93059b330363fad..b347166f68ef16a8416b236e2e095d686f4c9a6f 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,28 +1159,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index 258644dfbee2f246b9156cf874256060e0caf9e3..7cf7578b33818291b310fee9cf2b7e4cad394e04 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8adca4d86162", - "target": "060380", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.571 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index 0bc0c9c1b87f67299c93678764ad432bf5b486aa..8f8cfe09b7e70714dbfc4dad8a39262095a40d27 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 5269fbacb9d37e3b3fe1f8b0da045b9d8070e8b0..6602308245e223c3c783291cf3b74093b7143ecd 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index c3165863400fc217e3dc1b7bab3628ad603f9290..f897e457062c9931fbb5d446738861abe1cb863e 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index ab7f33ca32417f5d6d239af2695577235d892cb5..6a2e21df0902fa5aa179ffa2894f1ead63be3eed 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 9daad4e903c1a56b53ab40846e057c3460a4371c..33205f12a0b760c6c6cfe1310f838805cfa7e393 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ba784ff4516e", + "target": "060590", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.448 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index a8b6bab5e472d9c4b2a860bd7da22d1eabcd449b..5d3fd445d3e6810b856e0ac39921c5e4a89923ce 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index 4ddb887de69d7facb4a105905ef19c1469e913bf..bbc8fe36d0cb92c85c72827ff59dbbca3d874372 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index c15a34bcc7673f61d7cfbef8f959584030d31fdf..774c0d1f7b9cb0a6e434da942b7c7c5578055c3b 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index 28dfd23fb3eac35b4e0ef85c835e155a4884ba5f..4e89d3aa200876b33982beefa9f01af574421341 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,28 +1068,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index 777a8f52f098b7a3bdf1e0678ee4156727aa251e..7040fd21a8a0f4d2c86e4489cac654fdf324789a 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index 295014b1cacb3db29c6d4f9b87b2bebf46316c9e..c48c45ead94626fa1da7b5d06f504532d2fbb857 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index ce67c0a3cefa0f6594e7c4bf68243a0ab8c229d0..f8361e0c6f0f2e1fe12fb8af4846749449d3e8b8 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index 19d05a501ca3f7682e34b21df1bf9ee635e82f9b..e4077ee4bbe347673b86f422ca72f06c0378d05a 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 56ce3028517be9eed5fab02f87ca54a3d0ce9fda..3f488ad4535bdd72e211adc8541b15e1120af383 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index e9dea4b029d9a9d1215454494d73b70b9fb5cc96..0f72057be8ddae6cb212062b6ddb17f5e69b9b2c 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -711,7 +711,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index f6eda24f9eaca8dd2efe7a366495317ce1371d55..a68b8080bbca17a7bc144398a5b0bdd5262497f2 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,28 +1169,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index 1e349f3e81186d9aa3c4cb4e8675aa18dcb14120..44bbda09fbd6aee4a502911c05ded05a7159e244 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,7 +968,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 516709e8c432e8044e95204b1daf1260386f49e9..838274b37f13f10511e96a9f53e409236eb97551 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 628a8644a00e88d3dceb7dafa02e51f60e8a470f..0e84260ee20825340f21c117e63e18f83fd18c38 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 485e813c935521037a8b9755584dff5de08a5166..769e09b6a8ac982a87c652526ae4ce143c8145f5 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,28 +1186,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index 6d3136666cdd1392b6d9c5997fcf78f1ae4d66e8..fc7fe50bc26301e1a1c4890651a94109cf28d4da 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index 12c0f17a2f4ba7f88e97f0b7df8e33ef040759b9..273d31da4ff849b5320c6ea1e9020e97eaba8585 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index d07a0bd44f90e57c7a4555e2053df2059e630062..cfa6aa433f21ba4e6a8fd26f697bc600127613cc 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index a554107b85f7fd2d80aeb56908b13ec71d0c29f2..73375c29825113902d3d242cd56ca016f177ea0e 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index decd7452cff5a111786caa80ece3e2c8968a49c3..11ffe69eae125abcc03c83dc97579c75ecd1d46b 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index 7e69b438b0653bbfdfa2f13cdb8a820d69e27285..393358efbe04cf25919aacdc9a266961167cec00 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 22.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 1ff602a4993bfb450a41d43f9786a2bb05307aa1..779fc9a131cdd4b63a555a30d04dd0757d32317d 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +663,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 49.99, + "value": 74.15, "unit": "riskScore", "direction": "negative", - "weight": 30, - "contribution": 15.0, + "weight": 25, + "contribution": 18.54, "sourceRef": "axes.채무상환능력" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 에너지 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/064290/axes/채무상환능력", "status": "derived", - "detail": "위험점수 49.99, 가중치 30%" + "detail": "위험점수 74.15, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/064290/axes/자본구조", "status": "derived", - "detail": "위험점수 26.25, 가중치 15%" + "detail": "위험점수 31.54, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.77, + "grade": "dCR-BB", + "score": 41.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.64, + "grade": "dCR-BB-", + "score": 42.37, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -852,51 +857,51 @@ "gradeHistory": [ { "period": "2026", - "score": 21.46, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 27.61, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 48.8, + "score": 53.41, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2024", - "score": 46.0, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 49.71, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 36.92, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 40.45, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2022", - "score": 13.74, + "score": 15.4, "grade": "A", "pdEstimate": 0.06 }, { "period": "2021", - "score": 21.88, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.65, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 27.69, + "score": 29.69, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2019", - "score": 11.37, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.83, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -907,10 +912,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 50점으로 등급 하방 압력", + "채무상환능력 축이 74점으로 등급 하방 압력", "D/EBITDA 10.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index d117155977179cc77d6fd2272d4e52bbf6a11ed6..1c927ed8343b53fe03bf0ce50454bda37c1f10cf 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index 79ae90a5f154d0f6e960a6bd2279ace7ccf4feac..aadb87d032366e00bb170ac198510444324cb97f 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,12 +1357,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6176bca16067", + "target": "064400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.959 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 756d5088c8f25c1d0f39fb1d4ee9b1cdf03d825c..3e512069f5c12f2c4d3d19f80e36bc4399ca7843 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 1b3e31002afbf1be4b546826b80c4d5ae33089d4..5bab0fdcb4c0bc1b1d85118c8e8f6c3bace9f4e3 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index f66b4d14bc0b81bee03ca81f92f49d866603aa2e..86353aa604751149b586a51d1fec2609d11edf92 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index 6fc2370dd6542240a211180ca8eb99bc79cec992..2a656708ac5c700e09d0916ea075cfd7ba20e6a7 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 6c1c34a6d628067404a0061b84498a08437b20e0..3d7093c7136bd4b67bb588d21dd619c67fcb11b9 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,19 +1237,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index 04b926d30fa3dd415336bfa01274e836b06dd674..fa926810126fb436810a4cdb781d9186bc6a9c00 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1649.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1613.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index 23431925201b1b8c621a3b71286b05fb6803f428..54e69ce8fb8ca47f42f70516f275ce4edeb637ed 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,12 +1603,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3f0d5d40c73b", + "target": "064820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.215 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index 57f260d354798d8631e2c7e2e614fafc1a6201d2..c0d78d4086d2a3056e035beb61273f084d721046 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index e32b0e5b854257d9903bf2a58d39e9a048ee4715..4a5250d733499e5ca3d5a99c931948f0c1957ddd 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.72, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.72, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.72, + "score": 3.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.4, + "grade": "dCR-AA+", + "score": 4.4, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index 040d7362456a05be58a1e5fc91eb83afc1d9a5c6..bf000a6267b630b9b60df53e01f15098a9b0696e 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index 802b83ff073ba6b97732ab5aa6d305247cba57be..5376ff4600c547b38e00f23621755d468d92d41f 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,7 +1402,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1424,7 +1424,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1442,8 +1442,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index ffce9e2307d988ff69a07c3b3b948cb9051f0c31..ef26d4a7218ede46ce41eaa4d191b5f7860b8c9e 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index e7539db56674f9b1dd70ad76cacbde2930ea8fc4..e58a175b4509b29c6482fd4dd76afa08402d8e8b 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,12 +1499,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:12cbd76acba0", + "target": "065170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.478 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index a5bc880baa3848abb67b00e1ed4b8bbfb1f0c31a..11edf803b19f19a1551b593613f664b055a020f7 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index 08ffe55ce8dfaafc8d31a949c1ea467269685fea..bfb5f4078ca738a05a86594fbec779b315b775d8 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index b4208b3a3b5a49e73bcce53a8cf961cb08d2bddf..5cc5fc6527ce6f1d80accd89ad3b15beb1d35c38 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,28 +1145,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 17eed055093e80173e6167abca3502f3259717c3..e103aca8a03d16d098ff78ff4340e0374e37c7f0 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 01324d68ef4f7be18708675032c1164f0533c3a4..1abe237f2ef6ad093b3a65767b32043c46c67b26 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index ced11b656473b311804f2230fa99cca4b548c2d4..959740aed4246395b43c4937565273fc7335016d 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3b11ea5025de", + "target": "065500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.313 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 16e4422845f4cb5be0f06612c4297a7aef017dd6..c39b994f5c8a27672ebce4eb48dd21b3d9df1d23 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 890b0baccefde3ceed906117baafe5f8c8e4511f..593c98711269412c437a72b8286c48b65265cf4b 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 1eb5acea50f421dd8483e0b138b2fbf28b0d5679..74858ba9d9b05753334925ac1811833a8d7e5376 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index a4dbaed196af151b03158c202b138642407e9c96..f61d468a4bd2d6c2ad4222258c7823dfb1a0c391 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index d43899cc51877ebdb1316411a872f485c4403882..7a06f9da89a5921711970213e0929ec18cce8359 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,28 +1056,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index 5887431871f192c8947bcc45709c81769b681232..a7bf0641b3b7584c98750319837785a35b20dbc4 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,15 +1548,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index fbfaba49bb2fe4ea03878c883b145c70a54885f8..5e03a8ffcf9aa93cc00f0f48ad3dfe50e0aa32ef 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index b8cecd1dfa56a9e1d9b2cbdf671469cb78562306..8639e8a35647800da7e4c4eece94f5657207414e 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index 7edac74eefd281d6b325b83eb735dd239b58bafc..0f7168118f0772cf770630cbaa546a535263b209 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index 83d989a39d72f6fa517e7b45b472e1a57814713a..1a7c5506eeb1193ddf03295c3806942a6feb7d4d 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index e33b009426535f2c9551c1a360d3d34c7e6e1d81..a2ff1aa64eeb95e32a535289bdb633182ef0fa77 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index fc51ca682c355ba31c19a9e42b2e3698556eea83..5d929c2e325895304d11090aec964e5c02bef3c0 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.97, + "score": 46.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.16, + "grade": "dCR-BB-", + "score": 47.78, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9003b904a5c2", + "target": "065950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index b456bf41fabe20a98e5568b4056ff620abd037f5..2a9386b5fe02309fd2b489ceb1c744e17171eb1b 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index f64c93c829e1034dcd2eb3e9d2555ff62fffb128..822b7c8ca0687961054aff971dcca2bd7d2ffcc9 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index 36b0b043292b45177a6ecd75b47ff146113e033e..7cffdb50270d1ce36f27955d4e1cf81f79e41ab9 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 63795a5fdfff887f88bb0c147b7f80a37b5bb719..24139dc5064ba66625718bde8c3e421da82dfda1 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,13 +1196,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index 5b4263d52686ac3167466af9fb34035d41dfa138..b2dfbd63b66ae968c3e21c9dd572ef7a421c1cb0 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 34f7e2d40f13b24b59d258bc68de8095e93514cc..4b45685c4e1b6b0a49eb48657fc06899f8bdd0fd 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index c2a6433c0a43e2e2f1215ab2fb4b92ab0a94b4ff..f6305fde0a66d4fa30f804bfbe7a67e350781a43 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 13.49, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 16.38, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 13.49, + "score": 16.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 14.41, + "score": 17.44, "assumptions": { "scenarioStress": "moderate" } @@ -909,7 +909,7 @@ "totalNotch": 4, "reasons": [ "대형기업 (매출 89조)", - "시가총액 45조 (시장 지위)" + "시가총액 42조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7458d5c6ee0d", - "target": "066570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 39ca1fc28a0c971ff34a55dc049ee67e2d1acc25..3b1ef36f47814a63d3a056ef2d1a2cc9475e2371 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 72eba803255f8241f371cf331de399964ece0b13..595299968a507c6920b83281312eee8b8b223eac 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0122835b30b5", - "target": "066620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.991 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index 60f8e88598dd6f8dd39d975c1e14c261cf1a0d11..292ee66c0ab10f93bc18bb1ee34988765045d5a5 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index 72c0f01768e6416911380f2ab95f0e50f0f39856..0f7f97d93c7974f2c203007e89664be436ba3c83 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index 46bfb6d3189768ed914f3f02fe90e1d24914d602..81b48aedc8c77200fa18da9857894d9e3e54178a 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 695c7f5958b850b433b08ab9fc74169114861306..03e85db59c1ef1e5534a4cf87eaa70078eeb3700 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 5f13b5228ac288c53eaa0567972aa98789631098..97728ce7d46f9c47b17c58dcbf2d53db5b00fb0d 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 9a5789ede382e19ca864cb89df91e6a4b91d0808..bd84ada5579a901193d7864abc7eaa3c88370389 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,43 +858,43 @@ }, { "period": "2025", - "score": 65.82, - "grade": "B-", - "pdEstimate": 10.0 + "score": 78.69, + "grade": "CC", + "pdEstimate": 25.0 }, { "period": "2024", - "score": 49.08, + "score": 49.09, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 52.94, - "grade": "B+", - "pdEstimate": 4.0 + "score": 58.5, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 27.56, + "score": 29.79, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2021", - "score": 45.78, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 53.19, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 48.44, + "score": 48.12, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 64.27, + "score": 62.55, "grade": "B-", "pdEstimate": 10.0 } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index 5d42d9b9bb31cce95514d25776a753585c9315dd..79ec092639374ac652fd422c743d6667d42d8c4b 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 3ff000251ba52d4a01d7613db05605e4c3fea984..effaffca24e5992340a9cf0058d8898d2532f7e9 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -998,7 +998,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,15 +1430,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index cf7d77e6e862732c17c58abc936ceff57d920a2e..559fd5c7f4b3125b5b45fe32ad6835f03baa11f6 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 8bb111c18fd27745c2c5db2f304654ed08c0db9a..09672242e7b4d8c90a0568a9317944235b3064f2 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.05, + "score": 48.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.96, + "score": 49.52, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 34c413fffd842c371f04f37b1a1a292600a2469e..cd3bbc319a511d990ed63904e95313187615f7fe 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8dfe771e2e7c", - "target": "067160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 267377fbd9301a60fac7808132398bf8632a18aa..08e916e6fb88470dc4bae417f406ecda78baf1cf 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index 4dbeaafd6939b2064a5dcb8be3edb403b5adab91..ab2303bed26b5c2477290e62fbbb342ff9c2aff9 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,28 +1084,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 7a35c41518ceef64d4f3519b2223f2500896394d..1d4b4b41c8f54c05958736fc3dace87d6dbf924e 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a0ee681a0b55", + "target": "067280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.524 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index 228e4435cdff6e1ecab6e5e1418d2225e42c8201..f41ce9bd2de7211a9e4b7bebf954eb716b185b85 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 81df955fdfa93849719a824a50a4c90653880233..46d1ad5a92091889f8182440c46446819eee1728 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 0543ab00374ecceb5dbd5a579187c122a6d2a3e5..81820c41d8bae5cffd5a92f810792f868c6c5edd 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 29.96, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 32.21, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -502,15 +502,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 29.96, + "grade": "dCR-BBB-", + "score": 32.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.61, + "grade": "dCR-BBB-", + "score": 32.86, "assumptions": { "scenarioStress": "moderate" } @@ -569,7 +569,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -579,6 +579,7 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -593,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -720,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -752,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +773,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -879,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,28 +898,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -929,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -937,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -945,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -953,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -961,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index e105be775361eebcc20bb09e8c1a9fe87e16ad9f..45a6b5c5e009fba732f645d5261ef30618e4c8a8 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index d53790bdb187b55947c3a4aaf75d614b53819172..2ece17ac77dc8a85ba9b754332207ad517e76f67 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index 68cf8361fb0653e201189f6bf6ff3919fcce40e8..a7f329f61234a6f7f0230a76f16c078b19956333 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8cbc9f18352", - "target": "067630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 73c478286c3a7cf4c4885db37a37f802879e4ebd..4c6ba8c4a34c7aa01ab93ffcb5adaad5965baafd 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index c62e3dd355c6c691df190cf7b62a63fe71066ed2..ed54326009fda86776290d9a354739cae782c878 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1148,7 +1148,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index b71423a2da945b7fc24af7baa5a9dedc1a1b8386..3e0958edc617f33677d3ce1635c1faefe3ef419e 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index 33d9ef75e534e35faf9500dd72c8d9af12747bfe..fb37283cad0d2ef29a02918a23838354d7550a89 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 26dc9aa7a5a9b43f081b909fbd40f275db45dff4..8e4fb2a7e95f84160db6757d12a22527ccb7264d 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index 10e6f855465da55b479d65b8e3fed5dc919dd918..2d40c1ba5cde550595840de658a9907c1a4d857e 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index 46c18570d8d0e5bd16f6d17b2e269c0cc7508f1f..e44a200ceb8d806b4743accb65f094521c8d2a03 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.26%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 0214afd91392625c39cb87279ab844bba193bcfb..8dc34ed7beb80b3a91b5bef82493b94b90b09417 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 06bbbf5c1b2fd2b01c272a13ea5331a5129f0d4f..52a9b1dfbe0f3a41c4dda4afb2718a22a4717abd 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cc9d67d54e0a", + "target": "068100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.964 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index ca89a5e76142a985a0d140a771ee7a13eb8a252f..b701b838d1e85399f6d3d17c4e24f3dca3152987 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/068240/axes/채무상환능력", "status": "derived", - "detail": "위험점수 61.07, 가중치 25%" + "detail": "위험점수 62.85, 가중치 25%" }, { "id": "credit.axis.자본구조", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.83, + "score": 54.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 53.83, + "score": 54.63, "assumptions": { "scenarioStress": "moderate" } @@ -857,45 +857,45 @@ }, { "period": "2025", - "score": 67.05, + "score": 68.39, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2024", - "score": 61.35, - "grade": "B", - "pdEstimate": 7.0 + "score": 62.56, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2023", - "score": 50.25, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2022", - "score": 55.49, + "score": 57.53, "grade": "B", "pdEstimate": 7.0 }, { - "period": "2021", - "score": 53.07, + "period": "2022", + "score": 53.32, "grade": "B+", "pdEstimate": 4.0 }, + { + "period": "2021", + "score": 62.25, + "grade": "B-", + "pdEstimate": 10.0 + }, { "period": "2020", - "score": 34.76, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 42.83, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 40.13, - "grade": "BB", - "pdEstimate": 1.5 + "score": 48.97, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index 3bcef9c5b017deff90532a42f260562b46aaaf42..572e84471ff707d51aa499591e255dfbe81de07c 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b558c6586f1f", + "target": "068270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 343ba4205a5c7c79db15a0abba3defac5e33a291..03f3ba7c37d2f2dc6c06c8c4347f18ae5e7ef191 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index b2a4ee7c5389993349d30af1b1bbd1d7012940dc..70c650c6e27583b5d316c235a8283e64b53bbacb 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index 86a8559835d6c0b069139604f44e2773b3a25f54..e3d3ddb2f81e59dc27a3915863efd0db5241a5d5 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index a3637f653f2c5960e78259fe5fccb207417b4db7..9cd8308ed0bea4f6df3e7508f51855b5a32d6353 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,28 +487,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -551,7 +551,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index 20652991797c15be5fdf4de7faea5cd000fcad7c..c114af126ff7a77aec1a62980b08dbf525da577f 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 9383f20515df093708ea399ee4e47b445f77c315..3f5217877b8ae5d1a2c27b62f4956c8f4f6304a0 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index faad73e6ad838f98b1971fc165a90628ba7be7b1..25981c317f72c39c29095cd09f493e19a9655e40 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index e4f4325d5ba5598bae8f8b943d20ff8559e3b216..130d96468795ae2b62635b5412fcb1255b8bead8 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,28 +1241,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index d6c3d966729e7ce61f23a6609c39b44dc047031b..7e337d6596c091d865fffea2b8da19b8643a7d5f 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index b3a775390cc4941d38861a40638005bceed3062d..7890f2fa55b886dc471b9dbb7d0e2c024cd13bc8 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index 8c2a2b16ca1890447e5a4dccbba7f950f292be32..764bca966788114c0dfbe07993c0feaa75b9d953 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index 60b72d96850b3ac99003a402440fa624eea77728..dadf61ae43e3f3eda0ac4c6aaee04bf456688824 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index 47ca32e94a94b58cbda16c1a9b5ca7acca80a8d6..e6e65bd7d16c5cb92c1a9fe334dae9d367916566 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index 2ef1863485a19fab5b549a07461f01f45fbd5091..c75b1f67dd20b3e118edea01bca3a2a0386c72e5 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index 0d838a6ee97a3fd57f2c1a0f151edc7f0ca672ee..e0d307715505dffa92dd85b85016ebcce25bfcd6 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 7e216a6730916627f005792efeeb2314f783320d..1d1ca247bf3fa960a21ae47aa7bd2767f12693cd 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.08, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.46, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.08, + "grade": "dCR-AA+", + "score": 4.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.37, + "grade": "dCR-AA+", + "score": 4.66, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 1274b664a3a98edb145238c334e79998766a6a88..9e5ef19f90f916bf00832d4d32634f16cd7067b0 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 288a367291b94dc217f398db47ff53e2b1e7de07..8903aadae73dbe791a64a50f7812ec4ac6272cf0 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,7 +928,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1520,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index cf38edb2c4381747fa3ad4373020efd85fb3ed60..c21f696d063d2184749cfa6e7b8433ff8534519d 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index e4f8b2524be80392e82061a03d46f1e34ca20749..13ddaf23071096b9563745d0c3e83b001c3c2e72 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index bcdeb75605a7276024b9d206b8e6747ef8d95ae5..ee435c7ab198506a30d057684b43d03e4838aba6 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 181.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 6dd1abb0c2bb1bea3f5499db81a3a011168e8e11..757e2b5e12d4baee43de4539891a3474993e3071 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5de94532962e", - "target": "069960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index b7f13cf02c58ab2f8f02f9a48352284a970ba3d8..d5164cebba30922aadf14874a10890946942fbc0 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,28 +1088,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 7891e79a77f27b112efd94c0a41d5e0382f17f09..ba38cf828e9238cc3ed21ef489478fb29976a00d 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 370b3d5fb704c418e519d50eb674a02e500fd4cc..52c511371183bf9dd7d5323e139f999245e7954e 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index 75e7f9829adc673ad1ec88542c5d4ea97421eb64..ef8e663d91135d6869fbc9832c77b1769b3c6728 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index 2853097835a08d93def5993e0d36ec2e8046a82e..fd392999574dd35894286f888ca6f4ede5aae586 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,88 +1139,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ac1a1382ec67", - "target": "071050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index 0c2fa9969c75baa88835eb3d33db213c598fe205..30b59e1b4589002e9482cc5e1801d5363fa431a7 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index 0b91ca0dd3038cb1743daac409d6d31da5262b9d..cecfbdb4e1da8c31c3e71f91e25ac70aded9d4ae 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index 7ee8d326e04bd683ca024dae9df67f0cfe3ad54f..dbd17332ebd192d11a96eb1a25c6506d7c665137 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index 0f067435440b768ae7a50e1a418383258fe284b0..e637beb90e5117b4a58e2486c37b5620313c1e6c 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index 780326e359f42f9ef9e892637eb0133939d2391b..d167664fa2887fa93115ebed75a0d20b17dd5420 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 9eaaadaf337d40ebc7c2041a54830ef64c0cf4da..01ccb9bd0c6926226308b762178b31980964d20f 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index cd90db3e8a0893172a542e231e797a0d8de453b3..72164d02d0261d3227189c35b62d628ef4c0e91d 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index ff9a84ec439a0970ff3bd5a626d33c456c9461fd..39fd2707f9dfb38fb62129b333e86429c8393bcd 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,15 +1511,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index f9dd585d67018168714d0ea345d15bbcd0af42cc..dfc1c7cfe864d0a20b4a7d22673a82f47846f07e 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 204.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 212.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index 20e5f24952ad9b932516bdccc231e782db9dc2e0..0225548724ecfc2aa092d5511c4e1ef4ed86eb9e 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 39d71e1d2075cdb00250e03d4d0310a67bba6366..16ee2e5b0fe88e69eaf56b9b46726a4e79317f43 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index 4397ddc88e5ca92714c09195293687c7784ac862..bf6ca88d0ce731f395c56fdba6e9189f601f2f94 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 55de32e9d05e8b6c5c82594184e232c0e73dd5a7..4f60e15eeff028b342a04603ac7aafd810bb6c76 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.73%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index 96e484a20d4491f671d07ae82296ce4bac8af17e..3faabe9b575e0da84f13b0cee0d0a75f357c2803 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index a1cdd20c12073333c65bfec8197fe4bd3ba1b14e..dd66ebd69d7e262cc35248087cc9dfd81d64ad77 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 403def601b7483ed9f72ff12913eb28a6144ef38..31dc7b9ea77fd3e3c82e65bf0cdcbc325f459e33 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index ad8ea5161296868cb08d06c09b369b9b8079144d..ea7e03204320f702546e6585c0c38ac23c3c47de 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 85f79afbdb1b400daf4b898580f987822dc4d589..813e26c759daa0996a82ae261b748239c6c62dd0 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 9a972ad52d93738765b5e21a687baecb53acf6ac..e4e629a2cab7e49001487d32963ca918aa39e841 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1244,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 986a6619572a5b815a867f86d3e84a6063e7be41..969d4fa7b213c9f691e5961b591b9850fd93a31a 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2020", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,28 +1124,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index f690716e204379d03058a9be28fa260e7e40ab67..2ac063dd3f0d5f0d05b8f56083691cb6b961efaf 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,15 +1644,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index 13d21ca5419eecc2db154ec0ca1feb0095f2be53..ecd1bc7496016973cd42daeb4658fed9b20c6bb8 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index a0ef684130f3ca977280e92a2ae9d9759bfdf67c..c035c201e87217cb49f79ed98401a73c1f601be1 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,7 +1507,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1529,7 +1529,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1547,8 +1547,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 1b201144b9e4ee80b5d5828bc4b14807aa1d98fb..6a397ef8f739735298c6ad77b366f24ecd3ee349 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0f61f581bfd6", + "target": "073490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 3b8d5c2c8db4ebac81cf603ac73193d376fec3a9..43de3c1c5b28ba586e34ea075444a43ba4cccc5c 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index d703603781278250b79cf0a3563ddcc9c18c20e1..4508936f7f0972b92cacc440d0a7f1a7f1f08c80 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index c2b176faaa1f92e2b377cd809211e1631b0c4d27..9bdfc10ad982611e86a9f40f3c0d5cea14d0fc9f 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -908,8 +908,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -939,10 +939,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -952,7 +952,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,28 +1075,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 722958fcbfbe4b0ec5b36b1ba5ef060c3278ddf6..703b9ab4ea20287da228feec76327b27c98f6ffc 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index 15d13b6573740db12102529ef41c1c16bf9afa48..a8c4bedadcd3d43e3c6a7bc1af92ecc425505994 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 9d6687e629bffdaab88aa24de3ee2419fb375ed8..106c001ee5a5794d52a2a5bed841112685538abd 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 45b51bcdb1d22ff957aa2daebf8fb5fe865fc19d..10580ef6dbb0cd51ef815f85913fe9f8a83aae38 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index 4f76c9c0256f59377484132bd96f28deb7a46438..a4b864c137bc8acb88c1238a585a050cc289bf8a 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index dbc24ac8cdc4ddd64b968c945bc5bbedb599f88d..42ef209f1860459669352f0d7d6b9dceec55c268 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 67db8c8a201721476255bc8547d8c1fffdeef8fe..027a1c16bfb265d363c833ddea6f53a5f702c764 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,15 +1643,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index eb50d3aae655620d92a7e994897d32cab5be6066..9e0409eec7694911e27e17dc40239335c911dce1 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index fbc036bae6fa7261fc7f201bc669a4af220545ae..242e4732877b0d8eee0650bcd0999a2e94087ac4 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 9c42f5454ce2ab11d3ca6754c2ad82287f30e044..05b669255b275ba4eb7317e5b60bab20f551cb0d 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index 729019752f2ed01157545ab8a319acae4c85328d..e13b341b2198dcd40a7d5b02ac84efee72c9951a 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,8 +1605,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 5674e877f0430bde3b61eb515a0a457e9f01047f..dcdd14c59f4dbe65bf8d97b2ce4f949648e17917 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index 889009d324079e4bbfc810467c792bf1ebe8930b..60db26b97a7e13df0cca4149464a1f962fc2e442 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,15 +1643,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 54f7501431cc0b080ea2b40a8e71fe5df090a33f..3d50789b65e6a85b18a7c35ba66dab94d640a451 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index 30381fe1813d28c2cd8b595e8aea71d1c50abbb6..9e984e33e79bee3596ec199e71f210af451057b9 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,28 +1179,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index 253c5770c604e763082178dbf36dc9017b129f2e..5f1e7f43d7fc7885db68d1ccd37091d4c71e492d 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 90e9cb20dc7cba820924d34b20d42dadad169ef6..6e9794f1e824e290ba699988407654b51a9385dd 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 23.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,6 +661,16 @@ "contribution": 0.0, "sourceRef": "axes.재무신뢰성" }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 47.5, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 11.88, + "sourceRef": "axes.채무상환능력" + }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -670,16 +680,6 @@ "weight": 15, "contribution": 5.96, "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 36.5, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 10.95, - "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/078130/axes/채무상환능력", "status": "derived", - "detail": "위험점수 36.50, 가중치 30%" + "detail": "위험점수 47.50, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/078130/axes/자본구조", "status": "derived", - "detail": "위험점수 0.39, 가중치 15%" + "detail": "위험점수 0.39, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 23.75, + "score": 24.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.75, + "score": 24.26, "assumptions": { "scenarioStress": "moderate" } @@ -839,8 +839,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -916,7 +916,7 @@ ] }, "divergenceExplanation": [ - "현금흐름 축이 40점으로 등급 하방 압력", + "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index dd70637f38df0cc994cb484fb2e973632303eb59..5efc435ed746094762156d0d8ba76a865869a848 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index 38fe31a4ccb790bec94402e7094998d6558b52e2..f1ecdb7b91c8409f76b363199b5add16971120ba 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index ccf114c02a861718be6451a8ba06af2120066823..a3753d67595c158ad4083efbae5175537ed1b23a 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,7 +1418,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1440,7 +1440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1458,15 +1458,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index fe3c239f29c304340dfef5d2a60299c7c87944df..deab4682f3feeeaf4d556454d59f560b52b6d8ed 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 90a96cf76b7fed05a10e35db9dd29b2723f2a6ae..0842c3bf9897b02222e8124f9f501dfe21e83bf0 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index f43e2d72a59ed41548b93496c73e0ba2d57e2483..b3d0701b1fbe3d4a0282abf1f94dd3d4de2bb075 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 5a63b4c39f2a222634a7a87add25ca5018c771a9..91b65a2939db2d2e593c4ae23760ef6987d3305c 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,28 +1238,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index 43952753aed538376e7933f89c9fea83c9d3aa18..386c1abcbeacca1fefaa52ff879e9aa87783b41c 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 2a5ab7802d0c45423da841411ac73699d68f4731..fb660dd4b333f7147d7d7fac0923e42b34a284e1 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 5145d853df0bd0e245ca6488d8daf73082c48194..fce4e5e9231dd5c67190809d01ade7e2356d7222 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index 0e52184018be53f7f918c1d8818c1c30786641e2..09d9742e63fd95d42547d20975c249021ef29dd4 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.76, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.56, + "grade": "dCR-A+", + "score": 10.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.22, + "grade": "dCR-A+", + "score": 11.51, "assumptions": { "scenarioStress": "moderate" } @@ -905,8 +905,16 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 4, + "reasons": [ + "중대형기업 (매출 25조)", + "캡티브금융 별도 D/EBITDA 0.0x (양호)", + "시가총액 10조" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -923,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index 0440589a4f5e25e9df33f792af686f9d088c500f..6024632ae3ab93bf6584bf6e3b839e3497aab881 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,28 +1095,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 31382c04353bf81442ec1c5dc8fa54605078d75f..2bbb26ae3a060ce497a75eb0def69f2dc12bc2c6 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index d5dcc8ec6af892de66ca4fb0fac0deed4860586c..d43a175dd7b6f439fdff1ffdaf73540605902425 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1244,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index fee87fe333b884e7445ed9b5ade8ba9e1b7b6a03..11ae8903ac400c27052af039923f9b006a7a63f6 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 35ceef39af366109920c459609ce23f738ce82e1..24e4264a45d9ef5c0c60f089c7791fda54a3344a 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:52e413b988ae", + "target": "079370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.461 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index 4f3689fcd3dbe5a0452a69a68ec21570e6a048f9..d2a10f6b3f4a42e988f853dd718a64996556c1be 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index 6aff0f74619492a7926da6c835a23ee850bc70f0..4fe5d71ce69ce586646afd1287a1e68d71270d1d 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.37, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.12, + "score": 35.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.49, + "score": 36.74, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3ea460e6d503", + "target": "079550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 7cca2285e4cf811deb379a1584a97ebda3de0dd9..349e7586b884e44b2b831bd62669beee3fce6a8e 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index c35788a1fc024bca096096e42a526919454d80dd..9876c089c4effe49c2494851a6338d942046d8dd 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 4dc86a4f47f4f99c4a1912fc5fe3a95af55f95b5..49e320e10f3a8c36bed16093ecf98edd42879ffd 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index d15b2a0636df83a333f20f5d2f3a12a84a06cd6b..2baae099c1de1e63c4aa9edc393fe367ffff4370 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 1f843ceb11baa722a65832f86b21d4522e59a7b8..839d7525b2a1313ecb9981e8b4421e5c61cf934d 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index 272a71654b7d874850ba59fb0aeacc4556d8d983..9ba417e62de7d227f80f14d40ecc9244c6c7d1ae 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index e6a6214a50d7f8283d4f6c57a1a5ca2272f7789e..d7700ff8835a8e25dde26b1c393ce6847806d57f 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index 6c2aabb16632e7b05133d029d954e7f467527332..f0426e54559ad39d70dd6ae224dd98a2692b1aa6 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c6815c744a7b", + "target": "079980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.373 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index d2a86e6d17406d32f2cb1705ba0356f967eb93e5..49f7606cfa35ace11f48217f13dc2d8486b7f0c9 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,8 +1708,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index a84d6b8490f633a31053df9dbbf9c454333766a6..5d306b13ffbd6fc5e616895f312f01f58d57b154 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,88 +1667,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8279ddd857c7", - "target": "080160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.45 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index 0853f25a09af8c707144fef6ed3616c771c8655b..d9703ec0ac6566126181cf9c08dc9da03962eb22 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,19 +1277,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 70d5205c8cffcd1b8156f58515447b953fdbe23a..5f94d6aa75d2e9f789d8285ebe70f4ac647d6d22 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 2ef69f2ceebe1fdf6ea3c7f93bab989aa969f290..0b17c47f6889387faeea25af1d4589639966b536 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index fbc775ed67d842e936cfc82ff30251919d7a5c6c..437216395c8a9188d1434b93f40b48c9835d27a8 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1d2948f72d4d", - "target": "080520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.349 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index d221b8220e6f9cefb3c046139200f4fc69d89296..a411abb3d2c88d732b79222de7d15570e0ef8bbe 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index e45e3b7483836b266bd2df20c2f419537836363b..acfc845961ceca871eb7262bf3fc1fe23bc05338 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 0fd2c1a76e0029dcf825ec4871ffc2a0ae8af597..842897df2a6360c2826c986eda62dd5f35447094 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index bd684896d352706eecf098a1bfd11be21679120d..6083b80abb9b471ea8a91d9cb7b68ab2b96f0456 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index 6dd7492ba6f7a91f243948ab01a00abd659b8a59..e617b4a55315abc1c43172ea85c189227fe97f3e 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 12fb9154f034a26f56e1e3b396f5d4ab9974fe95..68f5f198703f5cf1a4fb3fd92f673a527e5a8f35 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -597,7 +597,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -630,8 +630,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 1c603047a92183c6b511cf27a4a9794d254185bc..d777e70d83e183f783b9608a9668171cceeb2cc9 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index 7f9ea00e918615968c6d1b464006d815e7ad1d0e..5d07e2eae8726b7b28a85da2e4e4de0230799c4a 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index 2d47827f4b418566931559d6ee5cbb7ee02d872f..362800939cf8843fcf21e64fd37f8e74cdc209a1 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,28 +639,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 19248f8a83144c25a9222ef17fd73dc3651e7ad5..9a211b74bdd5d7e99ab8040685c9c42b936374c0 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 9f67b822db3471a85036f1fd15c6036596172f85..3d9dd8e5e6e771b68e6acf3b0d938a3c729d3b6a 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 6f657a692e63f5d9dd43dad0b149d72c5e68e86e..a6c86d31d0157389951c0b9be8a3bfb876e35058 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index d7fa325452778245a881073429cf62bfdd6e0cb1..acf6c8575f3e76a362f413054f3fa17578cd9ffd 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index 7b3b7384ec9957586f687fa15d0a7c0457b667eb..e866e2a2515380e5053b44439e718b97c02f42a2 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 18.58, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 20.45, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 18.58, + "grade": "dCR-A", + "score": 20.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 19.49, + "score": 21.52, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,7 +916,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -930,7 +925,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -947,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1069,15 +1064,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1095,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1357,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index c8ae6beba288595936f7d5ce89f849eff76e5dee..363fbdf56cefab9559dbffb3cf73d5fdc4c248bd 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 26.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index f7e4e90697d14456a5c6b05da95c51aa38475390..e79ff2c34fb3aa9784babf22e0007f0d1045a046 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 필수소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index d7953966f365fe1eb86b05a3415811649dfec99e..4c0240b57857a7d4901ecd59304dbbcbc7219150 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1537,12 +1537,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b03a5644bb26", + "target": "082920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index 45ac8118422451dae25b1301f56cce3442339558..1890964892b4001fed05578e8084f1896602e087 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index af58a14bd6b8ac49fb97283f03c22cd7a147b2b8..e1648be975129d73a63149577066ae433528aff3 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index 9d787bcbf7a1bdf7974fb5e6f96847d43f70f413..eddb468a41b681e0f9ad4b31af506e2546cd38bf 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index 68101622d1c6d93c23a8cc3a1303460638bb6e0c..17c7e3109749f0677f26f8d0c5b9986abee4aaef 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 372619cd3067100d79ce23f71a2c9d6d768ebb25..13f699a430ea1589be38844f3353118cf9c9d3cc 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index ffd2872f5ae37835803e3881f33ddb37eb30bb7f..b2bb4162256a776898417aa0e790bbc63740047a 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 149dfaa188ed44c741856ff9f1b84a326a0c0524..681adb30f3eb9b2c3fdad80a88671f55a2716e14 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index 0826d657026113b0b0f5048389ae4c6890806ab4..e819d6ba3c44ab8a1dd3db2ae2b712ff6c2fb558 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.48, + "grade": "dCR-BB+", + "score": 32.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.76, + "grade": "dCR-BB+", + "score": 34.01, "assumptions": { "scenarioStress": "moderate" } @@ -906,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1046,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1245,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,12 +1661,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:015a98bd494f", + "target": "083650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index d4ce8792ed47cc2bb23e24df59d08b51c2b67237..a11f72ab58bd4e113ca8ded70df6bebca278833a 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index 69ce0127594b9b841def78fe4005803400fe64fa..ae121f8ce841858d8b3ee2b53137519c374961a2 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index a937956df92860e31e3395e245e79a8e04bd5e43..2af9310889ac2dc8cd704b1ee5e60bce60f52afb 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index 5441556472c1939baec87e39ce2a859b2a495b8a..3ef136f033cbfd4f34e1a75248644b986a88f250 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 2208c1e216c556215f7adf601e36b03829d1c064..21bdf18d6f61767fbd9fba71b5989b2c665eedd8 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index b94f2484500a22ee51d19ac92570d856b482f5a2..1ce07c937a1efb5d13cfd280489889fb8b6e6638 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.25%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 35c2da3c2fa3c8a05f1c4815fd07fd1a2d9004b1..6fa1c4d521407baeecaba958cd9ba2cba1eea40b 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,8 +1594,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index e1d65f16db37d7f98ffc2e6c6bce5f13553eb809..763f141a997a5d16a583c6f4f63269ad5576dad8 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -945,8 +945,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index 76d0ac375a31f2eb163f05bf4e59890128852bab..9157b6e4642c5397c56c1ccee56145a393589ef0 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 1e983ce7a9d81cdc1340763626ed7c73fc67d3a0..0d5dc43dfaac47a2c61ec7cba501582028758b9b 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4b9913e2a5a8", - "target": "084670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index d81ed68a02cf79e9fb00815692d3a90367615ea7..ca1f997fb7879eefa9f1295199f6aa69497c9d01 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index a638b2b67c13005c7462bee70483b88d8fe5c6ef..8f5a7a555dc4aabb9502e1687e89690c678b8cc6 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index 0c31c9900e36d6170a1c1ffdcfae05a4aec29299..dd5e60eb55459c5e011981881508c5d253121386 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index 461860cce7dbd1d26e9bddb4ceb4e68c8175bad8..dd88e38aa2dac5f65c9dece3697d57f2855e0199 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 632.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 684.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index e0718511ba05173b4aa74704d59f5a077b89a29a..c0a215d9ae3ca7115dcdbaddd28285b4dbd35401 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 7cd57b6051609c5c54ef920951d79f38f9a44ea7..ca259ceb091767da1fa5fb0da92d2107ab8dd896 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 64a790d592cb5ebf9fd761ad232d7e391bfb6ed0..90a020b8bf7a2758aa9dcee8ee49a24741f29e6c 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index a3cae9da69fc81f259b1c62bdbef4d8a99cc2a8a..6b359cf3402c0963a9893855407d2b4b25e0adb6 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -603,19 +603,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -682,17 +682,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -755,13 +755,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -770,7 +770,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 750cac61a4a71a074aa70b286ac2c17aca15ee16..0d35a17fb5785e9f4f855a43a305d4861bf72364 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index 8f42a4b32a7f4ba066cfdbe68aa5841219119706..0f939dee9f834b7b6791683d95f570ca2b8e2efa 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.41, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.41, + "grade": "dCR-A", + "score": 15.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 17.55, + "score": 16.12, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,11 +909,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index 2bdaf0a30c5bd1107c15a92df6ad17804230cfd2..28c91bbcd0c82d3b3015851d277984619b63fafa 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 52041a3c751fdf674fa4d7214876ed96d0aaede7..89c441518ef87eea8918a6a3e3a5cc14904559bd 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index f631f75c08ea7cd671f8381a38a944137d8202af..982551e72432920fd49c215e20f4ae80d7cb56df 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 24.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 23.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index 46d4ec7eb0f1c4fc947aadc503e54908ce277f07..614074f2cff5f55d169559bcd11b16176ac4d2e1 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 71aaaeda9b6a9c491315e57b7ca7a180a5e6a97c..c997c1c5828ee09eb847db785c275cc1a92814da 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index 80eba3d59592997dadbd715cb19edb79fbdcc2af..7994c1614030be57ac08b372fe9420807fde6dea 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a80b03c7122", + "target": "086280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.67 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index 2e286a39fb15116c72351b413122d0e152f59bf2..e9ac40199e023fb3bc26652886343409e5f7dbb3 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index be1211170cc3f93e69c1f57b27bbfa74887e9bd1..5f1cb0934925e898824b863080f42fb8cb8a26ae 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 532885e13588ece6869407c83719599807f8fce7..0e60d523df75f03734e7cc83cd5539aa3d0273ad 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index fa040db4ed800f09e0f909b25765aae8947dc6a3..9ea538d5198714fb06ab6210c11307b667177ef1 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index fb2de181beb80a20d0bc1c773b461bab415a4c6b..6bee0d12d948acee37090165a98a31beb966f839 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 1b32a4e54a6723ac9b3dbf1dd46255d3c2fd9b8c..30d2a3b93f44f9fe275fdfc04726fadb54ac31a8 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -486,7 +486,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -519,8 +519,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -530,7 +530,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index c609f6b9c390f69c34d5f1ddb569baa5874e74c6..c667fe42a01a394e24a5da58c3767388d5842e2d 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 85a1ad5f38c0a47a64f27b02f5d7a2a9f3af8b1f..78302b018793579e1647194c57c057656f5c17f9 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 043232f8d16a8ad436f760a9b71fc666904a7e81..877ef37ec7adead5ca24961b59b27ebf18662764 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index 850c1934cab30fde98e2d7150a3ffb48217e9ff7..ce174b911a54668c45cb6b6e9c3b1cfbaaaabb66 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index 8442e9c165743ef3a44770230dd3b8701cb20cd9..fdc85f1d24397b6ef90a22160e72ccf018bdd782 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,12 +1409,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c029fa3b4d8e", + "target": "086980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.47 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index d009753bcf38df1295529d282fdf147944523559..debd4fe96ddf3dca90b12ddee928abb27daac19b 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 1f14682b166946122c6680a7d9d4b3e2d0458bbf..3d531cc5c36585492b14a5db58dc46232fa401d9 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.5, + "value": 1.99, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.5, + "contribution": 0.4, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/087260/axes/자본구조", "status": "derived", - "detail": "위험점수 2.50, 가중치 20%" + "detail": "위험점수 1.99, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.08, + "grade": "dCR-BBB", + "score": 26.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.18, + "grade": "dCR-BBB", + "score": 26.93, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 3.67, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.92, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 29.26, + "score": 29.06, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 25.72, + "score": 25.02, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 37.01, - "grade": "BB", - "pdEstimate": 1.5 + "score": 36.21, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2022", - "score": 57.07, + "score": 56.46, "grade": "B", "pdEstimate": 7.0 }, { "period": "2021", - "score": 29.15, + "score": 28.09, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2020", - "score": 13.63, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.6, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2019", - "score": 51.9, + "score": 50.68, "grade": "B+", "pdEstimate": 4.0 } @@ -908,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 51f86ce7642e72b408ff91ffcd1bdf8db823da18..3a1a5695301488616b4c5a241b6f896287bde4c9 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index 0d88efff9c87e18fc6ecfe6284f597213c85e54f..184b79e9de7c4cce3f5d2011c870dbabeb3c8340 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 04fd38122920dafc5ec5f731aa0dbf16e1867a36..976858936b82213f8cd86d46bebe5b886baa6084 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -367,19 +367,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -393,8 +393,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,17 +438,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -458,7 +458,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -509,13 +509,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -524,7 +524,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,28 +583,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -647,7 +647,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index f24292face86c82fb69228ef7628506dee067b88..391b4be6bb409be3f1ad83b14d947efeaddeecaa 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index cc634098834df5733cb91f48fae90773e3e8855a..44e76ef5e31eba37c479a079615ea84fd43ceeb8 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,28 +1240,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index 6fe08939ea9adac96a70d5f3963469333d19bf37..f9a98a52d09a1c21f7d81139254e513d036eb873 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index f45269c787089b62a64642eba3c176e23364f730..26a5de2d08c238f06c371d89aaf5a5b7410da6a6 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,28 +896,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index f383792e5a8bab8b1e12a27e6783b0b2f89ac189..fd5a2ef4601fa214b6f169779443d5db2426b8b6 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index a4a0bda6b046cebf0dc54d5a8559f29f8f4418dd..cd86b6a5443f65d443455aaceed147d805ef4368 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index e663cacdffc0caeeaf705509baad9a715a898358..e8a60d227fc858e97c77e18bfe1ae808bc540fde 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.18, + "score": 58.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 56.0, + "score": 60.0, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 26.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 1d0463a413e204af4fba3fa30dd2790cba8cc75a..aa43f7b57923d7c255b07f62e2624ee4bdb0ee9d 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,12 +1559,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2076fc888b13", + "target": "088910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.373 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 4f6f530a93bfdf67b2401b2530bf59851e779b84..1b1969cd524b45689669674968cec5aa7c928bb3 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index 916500f9cad1ad24aa196fc60315154a22c0a97c..fc4a62cc88b5a658a102c2a157c122b77a83a879 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,12 +1608,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45ab626afd29", + "target": "089010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.504 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index 05f71fb6d2d1aaa3244d8382bbac3b8b70821899..3c47a3f3e2ea0091d6ac5fc8f6e4f4725b4f797b 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 7973a2cf5bedca3503c598224136d5196c7ec8fe..0aab5ba4f5498fc41e15310cc8a30481ea367891 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 37ad5ae6770231afd0df84ae7334a552e28a348b..16af69410e32127abf7e5cfd9faa08bf265a3e68 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index d1a9fb9254c9dac8cb1060b8af85997ff3348088..4b8abbbf32111905ba946434b0469b4583a19dfb 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index 223b1765c418fa1746beb8515ce2e5d17bda56f5..dff5c6faba51b5aded36e29f8d7c27098061cc7e 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:962c812ea70c", - "target": "089470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index 8fb408187ac6cae446f845dfd05714ecc66803a1..83ce76485ab67fc5a001ea920513f2ae9acda28f 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index 92eab3d457536047c3641a9e6333c05c12750348..4b9871dab875af83884110fecead96c5aaf8ae3e 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index a466b50f15b06280b4e99e98172ff4e2a2b0162f..6b1ea7f7aaa64e53ce24a8203c0017fc6b6d9614 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index b3399f637d7354fbb3672a4b48c83e430cd4d53d..69e5342dd04333b678fb590358b8e150c5c8dbc0 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index 139d945620bf3aadd2ede34817b5ed563b1683f9..c83782bfc1496ab82b5ea282bf49187e2ea2163a 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,28 +1208,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index daf10bab0290e3b15a777a405e1cdbdc726ec9b3..238c8371ec7b28e2e19f3cff4a3eae38e6bed22b 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index 6c68c65b6dffdb34db357aca532820af9a43a44b..e4f30ae2f50953997a9d5ba438368886b50d657e 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index 34fe7cde6ace14aeb965636188447e9ef4f73e61..621caecf07a10e07e4c79d18e15fedf8cd4dd2d4 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 8bba5afdef39821494d4d87ee6f74d090abfce42..0d1130ba46831e6955541724e28164a5cb76cfd1 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index a92c9c6ecf93e99d68fcaa1bbeefb76a99a514a9..817e09f2693a2aa32ab9835a7342c17884bae872 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index d9982c76402ea45dc50bb9e12b8bdbefe563ace8..bfc1eaa45c0af0821109ca597b1c4b8169f4bc73 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 9df602e6ad1e883dcc57f7911ec89e1bb27f234e..6669ac898ccc587d031f6d0d5dd6bb24f41b3645 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -969,15 +969,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5a1fdaf28705", - "target": "090360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index c0da795c08ff8f4d6f8b747fb3214dd6073e6e2c..0b086056abdfe0dc5198f75bd5e97fea6b5da31d 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index aace87bcd65b328455ac9a1e6e00ea1c0da9f5fe..1a53e7b876d25316197fea30900986088da8d7f4 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 3845c0adfeb1d3c1a8656a00843df588a10d1a7e..3385fa0e0eac06b6cd1d5f98dc3be236024dc35b 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 5d61785be967cbbe2a2786e4a437db95dc975ac6..bbf516faa7d5c674e5a1d5247a59601719f15518 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1a005215155e", - "target": "090460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.379 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index f41ade177692912cab0c86598658d27f08903fef..a0514b6320203c9d0bf3a2c3e92798ccdf9af812 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index bb52d028ecdc742281999d4b0b5a8426e0f135ee..0230a41f646bb37d777317346c282617de177b03 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 28e1fcc380c77bd8b32ad54ed1e06f5c962c5952..83b57d7b5d80046b9edf298dcbf5f28a57637056 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,28 +1168,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 0a7ba22339f0a4a8ff06246de0f5360252a3c039..36b1213d3836bf038f81737d9112439ac5f29e64 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,15 +1712,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 4356005d8363f3fd11ae27e887bec4d6aea7c428..0a764d52faea59c667ebc203b1b43aa1d0a5dc0f 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index 7293a2ac979d9e519441dfaf123b79442b7643f7..e3055d86112609d5ca9d82b7b985f72287004cf8 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 14.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ff8d8e467054", - "target": "091120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.543 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index 9d0da7c3d76f19fd46aec008973406ff231c276e..ecc9b4dfffdb8418dd43a2b0566da432a293d956 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.49, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 23.49, + "grade": "dCR-BBB+", + "score": 21.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.68, + "score": 22.68, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index c66c2f83b38f253a81c0ca2689b822fb797ee4b2..eddbd32be7e377e794729e02b39787d8a0914e40 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index c834d2d5d78f1a0650529e588fa20b5ae4aae5f2..0040783a5c367ec221bfa96b3599601d6949a546 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index f64a6d4ee2816cc829f805017fb4853811375b29..f05b1079cf444cddfb7feda7123efab8ba06f187 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 8f3b680bc7d855c149baba139644a39a55e20303..12e894a8d3383a4cdb0476fc0a2a81b2c5f6c251 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 795002a9c4d81efe1c9c3e7ff0443852f4d4159d..fb26057ab60126f5ca5b4c9ca5d1f4f9e0059be2 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index 6905e05e92503207a412df9e2a3b5707dd957d6f..641b430d26d60621ffc9a0ed015d56b0df9f9790 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 48.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 46.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/091970/axes/자본구조", "status": "derived", - "detail": "위험점수 41.88, 가중치 20%" + "detail": "위험점수 34.65, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 48.07, + "grade": "dCR-BB", + "score": 46.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 49.43, + "grade": "dCR-BB", + "score": 47.49, "assumptions": { "scenarioStress": "moderate" } @@ -851,49 +851,49 @@ "gradeHistory": [ { "period": "2026", - "score": 46.92, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 39.09, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 64.71, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.82, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2024", - "score": 56.54, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.19, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 54.48, + "score": 53.62, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 50.09, + "score": 49.29, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 26.1, + "score": 25.11, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2020", - "score": 35.97, + "score": 35.79, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 3.34, + "score": 3.12, "grade": "AA+", "pdEstimate": 0.01 } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index 411875305303b4ed5f9a5779b7e49ce82e743fc7..f6ee59025cbb54f26cca161dcfbe9a47d8f492da 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 242.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index c890d74a6b403cfeabbe5dbfe042800726d6fbfa..59b66dfe7a33efe5311f7697facca4e8a4f8fd4a 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index ad97c68477d63cf1f248c91298b757b87e0a5f34..30b5f8f49d4ddeee069b53626e75cbccef749921 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index e60f4652a3934d3171b2c7004e045b32de4e678e..fee2920cd62880cb304d49a4b150106c4982760b 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1434,7 +1434,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1456,7 +1456,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1474,15 +1474,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index 8f4400fa37caaf44ab40adef8f91a94373650465..993732b26ae92f4bc8792b4b3464e339b46d08d6 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index 3752d6ec7dab48e13eefadcad90e847e2c74d2de..6a8ebca5c26ef336af4d14edda50a233ca832e41 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,19 +1277,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,15 +1604,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 09a7218a3e3efa9054dc937f500d51ca6e29a354..9a8d6d96409345258f3b468f9d55b007b12f898a 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 4afdb9bc5f237f0f70680300a25990db0dedd23d..48314c73affda59de1cf3724b5514a96f425b3e7 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index ad18d2ce11ed0d56e155f98f7453aa2826549bf0..36fa5c95843c1cf611a774d339a8c5dbac11fd58 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 987a70c256b8500d31775d5c407d16f01554cb7b..5e326715697caf60857e7fa953845bb1a7d7740b 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d780cdad8a6f", + "target": "092460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 12694c1bbf1da3e460171610a30d94716ba17363..3178c2b98b5e362fd691be5db3619dbce47844ca 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1138,13 +1138,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,19 +1203,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 5bcc0a3f74b252a92569c283fa04cb132d7ba4fe..9989640971a0b5713460731752bafde85c2b7226 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 9ca715c79138c7c85c905110d5a8949935af69e9..2a8de55599e64abd6d2d7f608ad310e56e906c24 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,15 +1043,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,28 +1260,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1586,12 +1586,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ba4766c43bd0", + "target": "092780", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index fb858fe8938c26596238b411eb7c14dac70a7afc..c145144c069b443e44d6571e6d1bfddfa8e9fdc0 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,88 +1365,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b6e643442b6d", - "target": "092790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 48021c18c65a4c6b941f56474534d21e58fe3ef9..c9ed9e57f4b18fdf12a29f72c6d3868b0fb15a89 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index ba7002b8648b08545816f186eb03cb2dfa9cef5e..086ca1636f1f93c89586a40e607747dcb4288a31 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 1fe0620e1ae57406ddd2bd08093131c04d114178..2e86790aa77d2667f52033f95e7ef9f73ed385dc 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index d5d2f1c215447a5cacf2ac63599c561721351856..f0ac97306d3ba5c6c10c1537dfad911b839ffd29 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index aa53a48e3e2655f2fbd72e825b6337834001932f..32e81b3cc4929715cb259ef136d69dc3bfa00d4b 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2024", "status": "derived", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2024", "status": "observed", @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index b897139b464a27dc93ed6ed563dc99f221ce88dd..2c0e36eb06bdaed11c1a1e015024ac3f33fdba89 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 2b4ef256ecb56b9d54ea838d65cbf0e4bbe4f171..823cc08ca89df86e0f7f5a1cae526e5634b918e5 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index d2837802d11b1bc36b59141da54c89f5ca3a42dc..be7f83dc7f617e9b40a90ffc33a143fee82ddffd 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index 5910a6301c0f6245f791703e4ea3c29b9612006f..ea0318a3ab7a96d6830e4e10871a33f9f6db57bd 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 3.81, + "value": 2.56, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.76, + "contribution": 0.51, "sourceRef": "axes.자본구조" }, { @@ -673,11 +673,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 60.03, + "value": 60.06, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 15.01, + "contribution": 15.02, "sourceRef": "axes.채무상환능력" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/093640/axes/채무상환능력", "status": "derived", - "detail": "위험점수 60.03, 가중치 25%" + "detail": "위험점수 60.06, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/093640/axes/자본구조", "status": "derived", - "detail": "위험점수 3.81, 가중치 20%" + "detail": "위험점수 2.56, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.4, + "score": 33.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.04, + "score": 33.97, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 12.03, + "score": 11.28, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2025", - "score": 41.11, + "score": 40.64, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 41.52, - "grade": "BB", - "pdEstimate": 1.5 + "score": 43.17, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 44.78, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 49.42, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 24.73, + "score": 24.36, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 18.82, + "score": 18.27, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 36.72, + "score": 36.98, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 27.12, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.66, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,8 +1597,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index d73618c0b27ee645bc75944a81da7c396f07c247..72871d78c861148d37491d93d41030ce646c673e 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 0196c2953386dcac4b684d62608f360ed0de5f32..8ff6060e80e2cb783bffee7b274af42c72857468 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,19 +1239,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index 549b03907aeb46f2ece31173f04257692581ee27..f102dcfbff9ce0956cf4976e08a4d2fa98594a76 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 63acf0967362a96d8508323989e164a3d5ba21f8..58e6df0436d14523cf08411ccc2c788ad7598c1b 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index 1329e8aa77934daf7fd9cb571dcbcbaf85598a8c..222f7fbfeda22e40c805ba7c97f8d0b8922c6d84 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index fc42ce8def04aaa0a7378f8b3e5087797885076c..0a7195dff0aa1fd0db3c01fb5fccabe98699c46f 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index c8e138650d1752a4ffde76c96cdc656e676e721d..0ce673f13f44ec8087c171c278ec010bb3f11682 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index 2de5caef689788a52d75541856590b14ad1bfabe..60104fae8221c1b69b08b93fc169f4fbd873a1a7 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index e926bceec5a8fb3d4002f862c415ad549aff818e..0530ae0626f1f49c92f04f1c7f72cccd934aaa8c 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 025adbfecdaa481f1c468919b3b0512f9900154c..92713d2877135bb1ea46c2e84b20f380acf982ed 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 059f7bad72e8b53e1246d97774d5ce69c15a553d..cf007ff17e96acf32f63d0308c07e2849886a116 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:df96b85ccc1a", - "target": "094940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.25 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index 7aecda7d4189f6facfbece9415ee02bfac523973..85952737824aac66ac25cd9fe7ef556baf7b543c 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index 38194eb02e6f9562ce869353eecc045fadb0eb9b..7e171d6c9516dbeb2ce9747c3789382641290c37 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,19 +987,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index 6f3b2ab9a6c381c35e7241970313371767145ced..cb41b792f98470671458f7d991d2e3c4988608d9 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 596306f38f34a14ae945b53a7c8797c0b50c8133..44824317a75b355000dd9314c3175d6d9625c3a4 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index fb18f1d4f7ab76826ca2a81bbc2a00000269c99d..d7e8e78df9ea6a75b1ebf1ea735c12630997701b 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 570a6ff62f121574e9d1d46713871b2584f15939..e2bcc9570ce3736dba55dc6102d34227584cc1cf 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 2943c0fff2c3a44fd2ce660ef38d6e7a25ff5621..066c04c05c8baa4786d8d69b4c6e80621b338922 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index b495d5f9c7473e42b80af73be6dc9db715345bca..4a03092ff06da185ab9ac2bdc2ac9d3d6d4f1aff 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f73025ca9455", + "target": "095660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 88c603287772318ac5add63c57f3476bfdcd9ba2..eeee467b920b36cba0978d4609f51e71c73f9138 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1129,7 +1129,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1138,7 +1138,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 427b13dbae8230f9d077b87cc859dd0588a1f512..448939c823aefc2270dded12b12ee3e2c58f1542 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 76901b376df0137f9e69ddc2541e835a8f424dc1..56536c228f2558722a659ba1d76afdae78de11db 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1151,7 +1151,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 79051b7237fde49fdb0576298b8f8a7642d9441d..39e4c21fd6a31d8156bea2ef4ac32d59f5a61f0d 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index ec2a998b00f1968f68eaea991da65d4b182aaa21..d40fd5221b6ceb1f6ccdd34a395a5b63ddcb930c 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index 6bc07ea30e2251ebf424b3c8136b1eb1e9dce581..b62611ed753e9f4eb80407b9112c0ec43f6894cc 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index acfa89bdafeb7771d0fda3c96dcb93500b92a3ae..49381bd0694d21de7727f814c84d48a8993e062e 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index a9a137b488b6fa8ed00be0d50ac891b3433ab561..ea9a5563b4e2580ae2927002d22216a6383f0c6e 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 1aa2049b2d61a930f16c667b75a8a03a6eb563b2..b946c48edc732f1118edcd25ac3df1f8906f5c9b 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index ec8eccc73268274fc0c8eebfc624068c20c296e9..e0fe6d412dea5f9a13d7fde911cc2ada7ec91aac 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46e321f5c32d", + "target": "096630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.612 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index 366463257232b87cab0b15414d3518ebf3a29d01..94639f04c0fdd7fad6cbdefbf30fbc31cf6f8ba0 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,28 +1235,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index cab0849ce88f67e1412c8ffa1a4988d9c376e86f..419bb0f8713e063ef0539f41a317c218ab7b8af2 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index e03cfabba334a3046a724685fa440e568faa72ea..a02a6eda122d7495b8e22a1531c17b86e9c41211 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 2833435266c5cd51c7f38e1f5f9878cf256f6590..679938346bd58e885b930d9ca125e6a79b9c9e37 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 34.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 34.5, + "score": 33.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 35.11, + "score": 33.89, "assumptions": { "scenarioStress": "moderate" } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index 32a0730c86ac37358d2376baa194d7275ade048f..d27007a38e0452e1c3b6baa412f8cae4c05302b1 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index f9078026344e1e5d7cc912e4c3b2c6c76059bd4b..d27239be1ada035ce98a6c7c048eeacad843e476 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index 04b2850b81412029ea21985e78b20466b6bddaba..e336deec787002ce8628d4ae90f453f8bc771fb6 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index bf4fa5b894a0acf817fb9bdc23787f737ee63551..1ced54adf0e73dccea7065bec8ed17ba13af28a9 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 581216e9e10cd2262a8aa84ff5cbd65b69dd1603..ab60e90957ef68e2d1d68fcbc7ef52293b9c896f 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.82, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.3, + "score": 51.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.95, + "score": 52.42, "assumptions": { "scenarioStress": "moderate" } @@ -921,6 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1094,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1221,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,19 +1240,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1286,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index cd96bfdea2deb9aad2a22b11eea9f89ad065bfe7..472215479911d3c7844279afc600b647094f65fd 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index b914908198f01c9319db452f988d6725388eaf6b..6e43c3b8eda4e5bfb37ac5eba66e1066f27afd6b 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index cfbfa2ff3f351d464880a7c2acdf1c940787914a..7f95d79f27af55782124219a5f5015ab2510431c 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index a8f07becb6c29a48b2f827cdedfc5ae8e2c7c6f0..9aca4a42a1454dc3e070dabb57e9cb2bb78fb519 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index a808969170104e8897aeff73022b67dea1746a16..b5146f80822f8ab7b8a8791ca395177453ec7203 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 7443cbfc416abbafa21b9626f52410337527ab92..0711dd44c49279a43bf545d938fc2164000f2923 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index c50a031d5443faf9898fb48f26760ec61e8d8114..69f740e90abf6799ab0ee4161d3c7126cb4e0beb 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index 22580175e600373e90060af8a708d398e55d0e4e..fd05a91e62e5946e4bffd4c5d8e9823e44148b58 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index 8d90cad6025af68b5f2ec98efe9d690d1d21669d..e20e915adba54debbfaa9cc4eca17fa9525c736a 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:91614fabbff0", + "target": "099320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 60d43e0172bc11f690df447ecce7cfe7d129d94e..67468508f5e38488d8a38526b1d4883663ee95e9 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.37, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,12 +672,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/099390/axes/자본구조", "status": "derived", - "detail": "위험점수 0.59, 가중치 20%" + "detail": "위험점수 0.47, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.41, + "score": 8.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.83, + "score": 8.78, "assumptions": { "scenarioStress": "moderate" } @@ -802,31 +802,31 @@ "gradeHistory": [ { "period": "2026", - "score": 0.32, + "score": 0.21, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 6.83, + "score": 6.75, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2024", - "score": 0.56, + "score": 0.49, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.81, + "score": 0.7, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.19, + "score": 0.13, "grade": "AAA", "pdEstimate": 0.0 } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index ad2a7a44e1dfe39f760b6261191024597acd9e44..a96d6b63723868f26e8f507b170f548a72b9d076 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,19 +1237,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index a500ca0eceaeb7fd77ed251731069e7fde3f2f50..bff5e9d48cc21080fa93ef21c8039496ba60c7a2 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 4e1b90fd0fac6f1af56ec76486e412096b89b004..0d00f00e8671914996669f28d8da5ff353e67149 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index e308827f00ec68303bce0d8c0774d4a2c27f931c..5f76fa31f9a918634b9e45374fcd602c04ed82b7 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 412f2178b1fbdb9de2e42f57fc29c71f7cdf3724..8b364d1961d5f2f700390c5eed6fc8a5435fe4e9 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index 35abb9ca06ab8131d5616a1b26baa5af4a9861c0..926a8b718231fd952569d8712ccca6c83a79ac85 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index 7a21d60e19b0ab189a5d51a0988f8a170156cfa0..ee8369e9e4cc57cca241366269f8286877e21de8 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index dd0a9e2adeeb3dfa4fe9ce15d3b0c1d61d61c161..2abc3e3fdb9078903f4f2aae5b067acd63427cfe 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index 8af05042325fe29886f29ed74811c4705e855af3..fd652e333f45b53caa93a34a913ade6a5355532e 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -797,8 +797,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -850,10 +850,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -863,7 +863,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,28 +990,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index 0c93ec9ace68e8fa6778f4fcea68ef353e6ad215..2d4292d301ec89d996b2a1b96dba1c7eee780b28 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4ec00243067a", + "target": "100220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index abe31e0aced696ff8fe82a8844f47d9950c9ea00..9309cd326daf15278d989c0f5d526adc6caa7ff3 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 919c898e91a2ffec11ddc8807924d598b776bbe5..b33a6c79fdf5465662b20d4773d1f506a96a011b 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index b5d5c4967818111afb02dec151bdb0030f62c264..fdf64ec31ce64404dede0363792ecf5785d218e8 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index dbb1b56cc2e1f217244db5635eb2e0b2f88052eb..0d8c4c2ebd6afb22eec879625e70456de96de95c 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index d8bc579cee46e7cfd55bf6afbc97f28567045d91..7092ac2b46ec17565dfeb5f1b3061cf4265c527e 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -810,8 +810,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -855,17 +855,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -875,7 +875,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -926,13 +926,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -941,7 +941,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index c3a6a2ef1f610996360f0b8e8721fa8a33983803..779ca4fc329c06a4f3ec51a44b6449afd08a4c05 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 25e7501ae813d4dec3046e083ff7c83fb45693ce..7f1a5c2bd6615378d551cc696d39e17aea66f42a 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:76d11089fec8", - "target": "101000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.456 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index ca421c1385a7950f25ff696e546f59494a5914d6..48acec5df49e16d407f7befb7e3be6327be4e5e3 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -947,8 +947,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index b50c0540104b3d0fe6a86beb0443877213d613ad..65fe9c94240f63fb7a4cec225a258c351840e9ad 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 9abef3a336ac300d87998ee423c17459a904891d..621955823a4bb5bf3d11e709f606fef2e4a9ed8a 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index bf1cb594e2b132b2b6e5140588f14f98c380adf5..7ac4a9b75bcadf2bec6bc9dacda1146d723a6203 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index d9c41c9501e48b26b1d414a4b251c737179a266c..8765f47f9548ee73ec7f883d4ef98a1e030cd7e4 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index 9f691ab451edb3b65678beb38254f38257f58cee..f23847172c48c11bf80051abeaef2f9d91a0d4db 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,19 +1219,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1506,7 +1506,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1528,7 +1528,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1546,8 +1546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index db34c927dbf7a5064072b0b0d357732436c936b9..1eb340999c4835ab859afd84c23d22ed46311dd9 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index c4f65f218b6b8147441f63eb41b8961682d1ef3e..348a4684314a78a3d91a3ad8ebd139be376f10b4 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:58ab58bc6299", + "target": "101400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index 3819a76d395fc6a0dc859aa480829d17830abcc4..b97b128703c543c64c68a5c783d93ec35e3b98bf 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index 1b45a4d2ba7d1143cf2dcf16f3a482e3e4f829ff..6c076ea613f4e2af0ee3a75907f4562b5cb0033c 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index b8df7babfb69954845d6be0a3d3a88b535f04094..93bf6bdc6c24d59f0af60fa482625ec1ca9d94c8 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 198.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index cd56e9b6dcd17dfb3ff7f337ae99b41293bbceb6..7f51045372e313ca616405f2769e316eb3f40e56 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,18 +555,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.69, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -750,15 +750,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.69, + "grade": "dCR-BB+", + "score": 35.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.25, + "score": 35.88, "assumptions": { "scenarioStress": "moderate" } @@ -774,11 +774,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -846,12 +841,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -866,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -993,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1012,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1043,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1065,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1152,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 05f6be068c8f96bee85dc3c7af70fe67e9f187a7..6a736494ccfde31e1d5c60b178b1db14d00b38a1 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7d33f98e3038", - "target": "101730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index be5aecc311dc8a0ad0bdf6e3dbe53c79d69331ef..8e427b8ace3a18a00c0c6493582a67ba77235d19 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 06402c30968a8cd68b9adaf930ce8bcc9d0296ab..7b7ac5126cb51a8fd730df9b2f679daf7142cb86 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 1e8b19b47f4ff814283fb6dd470422d1dc2c5319..1f2ff24a7ae03f01fed820c9338381e6fbce62ed 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index a4e60fc71b25854c7ab9ecd8af2a0e1548ecf73e..2b432c36e7aba88c0a5ee4bf41f62cd210368f33 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 07797cf41ef7e5873fc2347e110c3632c737d54c..5440fc033746a4528b0a6802c2e4e27329cf007d 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index eb5fff6aa97889c7f13fe29366ece904472e2efe..c6cd71450d2bb8cfbd04e3662b94d8f2c4f65081 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index d0650304dbea210e84ff4966beafd5e875fe8f85..aa76b0a730024c219111838c0120ab7bb8f0f58c 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,28 +1142,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 3780da3bda2d5aaf355eca68e626555717d1c01c..52c73a46d864658cc993c1632639a12c96fece44 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 4b19081bd8cf372e1e39b017fdbe6f03d4ad3d5d..60fd9c498d02001b08ac4535a149280a4e640269 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.36%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index b0af54826fb7e498f30f2a4283b0cee5f653ee73..1624c34aff07722dd0a9da08045af45940a8fea8 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:872fea58a703", + "target": "102940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.463 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 8d918ec4384b1c1030ff9dd7f5817ce40ab3b65f..8afc68a92ade0e09a1fd053d37f0d7a76d1a75e6 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index f303bda8bbe6f1f6947923927e915a9261951488..67ed896496b1af86b4b5f3833d26e31d0f6853dc 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -915,8 +915,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -968,10 +968,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index f33fdacb36bf7e3e51b8930c60ab6e0c5c480cbf..95a1e5cb2bde80ab4e9cb75e197d6dbe497d9325 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,28 +1233,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 0ed82816415e7fddfd65a397f2ce062a9a7ba3fe..57c0b57eae1c54e57311e55588c60d502a632b36 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index db423e42a8bc096d3adcfcd61ee9f210b666bbed..c436c7ddc7e6f54d0c66da184e33499ed266114f 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index e88d989b2ed71bc3b1fdc2f5395901605050fc53..8cd87743e6f5ccebcbfe42ecc247fcf77e41c8c1 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 29.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 29.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index c9ad7768173a6cf7fef948a89f892756a0b96ec9..520f9396fe49cbfcb5bcb3b46db3538b23e8a07e 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.78, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.71, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.78, + "grade": "dCR-BB+", + "score": 34.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.45, + "grade": "dCR-BB+", + "score": 35.28, "assumptions": { "scenarioStress": "moderate" } @@ -915,11 +915,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1220,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 842165ed1499699f91c5e03b651e5aadf05e0f6a..5f6a582e867b3086261a779e59593079827788b8 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -664,11 +664,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.24, + "value": 1.74, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.45, + "contribution": 0.35, "sourceRef": "axes.자본구조" }, { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -733,12 +733,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/104200/axes/자본구조", "status": "derived", - "detail": "위험점수 2.24, 가중치 20%" + "detail": "위험점수 1.74, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.51, + "score": 10.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 13.04, + "grade": "dCR-A+", + "score": 12.73, "assumptions": { "scenarioStress": "moderate" } @@ -851,11 +851,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -868,49 +863,49 @@ "gradeHistory": [ { "period": "2026", - "score": 3.78, + "score": 3.04, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 4.42, + "score": 3.67, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2024", - "score": 7.75, + "score": 7.0, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 18.94, + "score": 18.64, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 9.18, + "score": 8.93, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 3.39, + "score": 3.11, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 18.99, + "score": 18.68, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2019", - "score": 11.31, + "score": 10.88, "grade": "A+", "pdEstimate": 0.04 } @@ -926,7 +921,6 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1087,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1227,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index 47f17b25a4769a0fe83e564e07e30ce5935b017c..8b85e30d5615ce0a4b85512e224b3735dd7152e0 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index b0886b926df26c5f5e0dfb69cdf2ac0d57befb68..0222785e7039b9072488e63b966862e7c20df14e 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 18c2be29c7ad713515c58db26b7e347a95e8db88..0c1f56b9a60a0bd17db5db2bb53411a7dc1c47ba 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index 0406f9863914911a1e4e3a1b9eb97a3057b11135..62b494152a2213075bceea63ffc46b302994bae6 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,28 +1171,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index e9790eff1568e55f3dfbab8eea31c78fa08c9912..403778f26009c6a8a4dc798f90f91d364bab1d7e 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index 80a30f02d13a06eb0ae246cc8c2f3d5230a9c908..d5e5581c99e9f488da626fdd80e1ea658337df8f 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 0fa18e482c4287fee2bb88757fa77145be9c3293..c77cff7320bf4d353cac7e1dff193b570b9927ee 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fabde4159e53", + "target": "105330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.299 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 20d40b85777a9ea3094f24b9ce89eb990d974d57..2a8cfa37f880d9a5b2926c21d17ceab8b3646b0b 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 336.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 341.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index 28f972aaf9ba62462c87cef3b89a0eaa30125e56..e90e1ef36dbb37b4196c76ff16d21f58fd3c86f0 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index de89c1bd4a9d9f5c883a44395d1788bd49eea01c..72d74777f87d0c2446b7af2e104a8e67e82713aa 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 8bee1f6931e25235561ee91fc5198aab4f3e178f..e9dab675fb2adc2141a4881f4f2343b6896b3e52 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 188ba6e3b6b4b50e0246da55876c701ea134360c..15e14a23860df99a22d68397b4681cca4e84d8c5 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index a1f57b918078c197fb4a0fcc5db8f47d2d43b9b9..bccce9fd83a098e26760628eb439370aa260fc69 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 5ccb2d65b6ec90518f378773ee3644b7e657f9c1..70adba631052b7bddf59d8555474bd044186641c 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 178.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index a15edaf172539888d16ffc1aed2eb078e1c04356..26b61e4014e6d0f3d4c10fd3698320edf121165b 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index e9b5e143d1dbc4620fd38aa38aa7430f589f4006..225d372ad5fe6faa4d294d2f2f7ed63b9c28aea8 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.19, + "grade": "dCR-B+", + "score": 48.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.92, + "grade": "dCR-B+", + "score": 49.57, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1048,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1670,7 +1671,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1692,7 +1693,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1710,15 +1711,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index 54c9e921039f7a2d0b61100bcaafa86dcc98c5ed..1e95af9fa17f71c1b014f5c7159c5ea83138412f 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 0f678792f3978e395764b382cfaca8e2d12f9b53..975160057afba6dc6c705aa381acf5b2fe60e9cd 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,28 +1120,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1482,12 +1482,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:27aac87834f3", + "target": "107590", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.456 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index ffe27e878fd86bbbf09051adede3943dc0e532f1..786d7bfe74358af8b54079907668ba95a6ae640e 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -742,8 +742,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,10 +773,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 8299509579181d8723e60a535438b9a5d66def77..e59fe5de6e6177d0b781d6f32fd731bd65d9ef9f 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,14 +629,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -789,8 +789,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -802,7 +802,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -822,8 +822,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -842,10 +842,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -855,7 +855,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -880,7 +880,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -955,10 +955,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -973,19 +973,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1012,7 +1012,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index 931ceeef725501380905df180538addaf702975b..4b91c14d2ddfdf0648dd5c972adf57901c66658e 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 90f59e3d852615b906da817675b531218975fd70..73d62c2325522f7be1a2b613c7ea0453c501cbf4 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,8 +1595,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 964034ca3d6d5ad8393edc733eb1c8d4f33aee59..6d206e630abdc5fe61dc6349c8370718468bb870 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3ea5203efad1", + "target": "108380", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index d1efebd4f27a5d4c0004567472a12e49d4d9adb8..d4b4d9b18097979675697b9ba5ca9066bf4abacf 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -700,12 +700,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1187,13 +1187,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index 6b0d286314f78c4d391c4e2b5d06978919351442..0693486b7040641b8b0e59b9f988b8b7fde9e8d6 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index 68f2c3b4eb3ebb05a878e64fa57ef8db1c88c975..b53d88545e70fe2bcb85bc74855be4e8f779b3b4 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.23, + "score": 29.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.46, + "score": 29.71, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ee0056def63c", - "target": "108860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.629 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 290d418c4837f2b581db30d69dbebd8c62d9f953..1cfd6a4ff0135416807b212a874a17171bc7c9f6 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index 9de4f798aed27b8c8288aad26935da291f3c7663..e337ba8c6aca874f34fecd164fe6ffb5d4a5559c 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index a953b37c5b356fbc814c63260b5c31b188a42da6..e860547d5f5ff66fd6fc34932c46d59f2c3c02ce 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index 161c3a58461f420646315ed26054e12d142e4632..960e1f088f0c919e40159d27ec271c02cf7c7dcc 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 25.30, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 27.30, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,15 +746,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 25.3, + "grade": "dCR-BBB+", + "score": 27.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 25.82, + "grade": "dCR-BBB+", + "score": 27.82, "assumptions": { "scenarioStress": "moderate" } @@ -807,7 +807,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 99a64599a3b1068e2b08553a4f20003577818c4f..1e87646fcf5d2157baabacc2656d4cbc4f134dab 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 4a0a3831533a1b6815a4ed57244b82cdea1c6561..7153af9957545416bf5062329ddef465d9930f79 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index ffc0ed44c77f2305d8965fc2fc153f6a8ae623ba..a73c8f79a0c85f7f9c3ae28cd05174b1aca11f96 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 0ab2aa1a42f12e283dd95da3e27dca65876ebd8e..5ed5117cfcc992a7a2f1699a9a525d67db9a576c 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index 43b61b17059bdfd6a32e357f39dd93fcf05940b5..d644e5f38218ad7b6f04eccf57a504590873ad1a 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,28 +1145,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index d7536e74fe7f2084794dda16c2778f112bdda55b..871c34a4e69c5fe9cb6087d53dffd605b6dc71c9 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9beb7980d679", + "target": "110790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index e1861c655a2994f070c0a593bf9f7a50808be887..c6575645c082ce8556235ef234bd45e03b0ff6be 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 8139dfbeef87ce4f057c06c896d7730bddff1eb6..6907dca0481c3b4e38f915ff26f7a22212b38f2d 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index d38766fde152e2f7cbb36e5e8ba02a052e82edb9..7b15e0f2e95eda605cc07fc72ab71c77e38a5cca 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 03db991a85ff9d13db3167ef40641e6ef93f6f73..9bbac3d5924254ba3046a4bb6df8f10e69b3c04a 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index 927ca69c06b7fecf7c7de7d1fa0f414075d7b319..8ac0aa54bd02134ce369c5544ccb50e64cadde59 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 0c6f637ddadaf860aad976b41977e5e27163aeea..1edb0faabf993ee7add4772e8fee536b54368896 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index a97ab05db02ffd002642ac9b2ad9e5ea7a7e39b7..ebf87a8ba85aacda219438313c70ef8040ee5ce7 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 0fae6fd6250e4467baf82189d004ae77fc46a1de..18d17549614bc472435091ec2ee95cc793e69731 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 729ca9dc3d1750b134688c9da01e578cf63f96fd..024693f7a7e7c5e03e76162741401403cc0de934 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 22e2605fe584c5f969384e4fc6bbd0f52b2e526e..33dd85b003d2c4c2c5424cf9caabbc4be78ff33a 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,28 +1177,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 07c619ffc670e439bc6536857b66b3ba0f175e30..134b36d540dd72fe6b7c219250c7c3953ac87657 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 12.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 4cca6a596a084bfd3723d99bd1386eb3fbdce9a4..1087d8191357dfc896f972b116d5e56782848127 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,11 +669,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 16.93, + "value": 20.66, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 2.54, + "weight": 20, + "contribution": 4.13, "sourceRef": "axes.자본구조" } ], @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,12 +718,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 에너지 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -761,14 +761,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/112610/axes/채무상환능력", "status": "derived", - "detail": "위험점수 13.55, 가중치 30%" + "detail": "위험점수 16.08, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/112610/axes/자본구조", "status": "derived", - "detail": "위험점수 16.93, 가중치 15%" + "detail": "위험점수 20.66, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.97, + "grade": "dCR-BBB+", + "score": 21.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.31, + "grade": "dCR-BBB", + "score": 22.86, "assumptions": { "scenarioStress": "moderate" } @@ -839,7 +839,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 13.82, - "grade": "A", - "pdEstimate": 0.06 + "score": 19.21, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 16.75, - "grade": "A-", - "pdEstimate": 0.08 + "score": 21.01, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2024", - "score": 37.18, - "grade": "BB", - "pdEstimate": 1.5 + "score": 43.22, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 40.26, - "grade": "BB", - "pdEstimate": 1.5 + "score": 47.0, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 36.18, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 40.48, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 35.2, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 39.46, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 25.51, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 28.69, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 20.38, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 25.09, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 2ea78a10b33e664cc926dd2ae8844dd6ad69a7a5..ffca9ee69edca20977516dd051d1a0e72172c2a5 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 6a6ad64581ae06a58f158f67330e37210b1f153c..91329e5ab2dfc4642f40e6085222a9da1f55341b 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e262f3c8e375", + "target": "114090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.445 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 3ad5afea78ac55eb9af40f5e15da2ebff75aa13e..9e21cee9caefdb61ccb9c5c0e345c84300096d58 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index 22057d5622cb0dbc5b5efbdc7b9a6f44caa6b866..ef61407b32eba4c58af5ef39860b97f512a94c43 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index e803d22548e2f86f2e5709a3fffea0eb348a35cc..a3a044f9a0e3e2a19fb4376c72c7eed653c1a83e 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index f9e221cae3d5afbab72cf2cbe137e6867a24ea07..ddb10569e45cfdb8ce83f05f194a687786c10413 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 0e2a7036e559820b9457c5aa6d9c408ef0aeeffb..1b16f65d67a20a6ccd1fc4f536a9958ce3a7469c 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 1225b18f061da51742225d623f0aea7049ab89bd..b64a2ce13085e92527e20d85305d6b6936175c7b 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.66%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index 390518ad77979c25aa2fb52e9acf0cbb5de3681f..648f9f39d7437bcfb9db8d19a6cd541ca031f588 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,88 +1304,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:566704d3cfd9", - "target": "115180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.822 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index a2f698a50e592143b8055c94c49687fc02503439..b1a2faf1c91e80e6849b1ec6f32d90b3b4f1ab89 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index c98d8d8f5bca76e3402695552014fc7467db1ca8..763a6a9ca76ab22406c4cfd2f58c7b76a28edf7e 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.57, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.94, + "grade": "dCR-A-", + "score": 18.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.46, + "grade": "dCR-BBB+", + "score": 19.12, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,10 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1090,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index c89149e6a83ca51c89c264b6d214285c006958d6..6defe4b440275c2bd9fd7379e942edd557b2f7f1 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.36, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.36, + "grade": "dCR-BB+", + "score": 33.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.54, + "grade": "dCR-BB+", + "score": 33.66, "assumptions": { "scenarioStress": "moderate" } @@ -834,12 +834,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,28 +1202,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index e80484f22288f60b39bd9f5a279db05e90946215..6f63bf4b75195964fba1e9fc526a10ac7a5fa54f 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index c26207bf3f560f38f7b6d71db9597c558d9b387f..6dcbb46849dd9362709285724d42bd142e73f092 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 665948dd08b8ac23e1349c04fc276c42412273b1..eeb1cc5fd2a811686185f55cc576f1b9694141ef 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 21.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 20.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index 4519de1c3b9ccab5e93e1973f0d1a1abf1777901..c150cc339582e02b79a8a65c2e826eda95750e1a 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 691c57b8f35added2925ad6b766d4da34f75f64e..7fbf176611d1df50e34f3fdc2d76a06b2b629f83 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1156,19 +1156,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index ed02dd83224633edfbffdfe8b157e063635bc6ef..2f3ccb55b3192477663b7aaf47d5f4b1e9ae7988 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.86%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 87e587522f4c0c501d19dd65c4bd053a17901441..0a4901282e3532e2d6362fa7f102fc0efe8070f9 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index 9269dc0ca5095b913e0d108e6bb8478b70b33fae..b66c19ebe3fb75a92ba86ba6e14afd6311d6102b 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,7 +1372,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1394,7 +1394,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1412,15 +1412,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index cdba6658d20ef167277d932ffb60ce3b9f3b65ed..3ced79bb53f6180798e930c925b912016c2ae90a 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 91fd31ce6b72928ae3b1deaf61d17c61346cf902..c718d2877ad8725237eca2f752fe64b1c0886123 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index 41ee118ff3a0e4af945a6d6ee3c746e495f86af8..95472aa11303ecd150ec8259acdd19de436a1670 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index 772a19b3b3c653c8c170692f1ff471431222cc9d..d8eb25deeeed2368d55058022af5b822b4958f39 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index c435d9c0837ca72b1dee34b773a9a679b110aca2..2f9abfece752caee844f0a30170afd4f3df6d750 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index 1137170be4d3a813647b8f9bf517d46b69d448c7..fa7405358dfe1bbfee5d488352215c5198b83470 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index 0cabd2b98e4c6ec8d8a8d4503869e281f6f68be3..cb9deb942053cf9668f8ddb3227fcaf67e25d764 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 94b8977441f29e9e974972ec4adb3644dbe8f1f9..33ec8ed2f25e555bdf07b6fd42720bf8b1e03905 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index dc143ff6ac1a2ab8cec01103cbfe852d4d10a0ba..60aea020c7a916b67e266610ea26eec56763b0a9 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15235b1b53aa", - "target": "120110", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.804 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 5b434f28e65284f26a6b6f53f4f9e5cd3a609070..01823e12ba41335f85907c36653ec74e8ef45217 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 92bfe1013c8882eb36f05fd97fbd041cdf2415f5..1af8fad03c8e2a5dcfde6347fa7d671308f4fdc3 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3433079352b4", + "target": "121440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.736 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index c2cb3cedc5dfd6a6829c3ed546c3eeb9a8d46268..545aa5e7dc6eee27ac713734464cd7f15b618aa9 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 9520c869385f6993cac4d3d1df0868f837e62692..346bdf20ad4af7fae9534f605d961f1d49b38b47 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index 7e434dee2ae6b74051e9975ed3fda1ad20ac730d..0265ee5226c23927ae3759679ff47b536a8a4c05 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 1050.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1057.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,28 +1196,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index e854b70d4b2cb66a087321c6f27493399a15e6f4..7db52394bb12a2c57ba1327bc3d4c7e6efb1a9f4 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index 3332f9a12e8f7ba55458e416b711d1e66858adc2..a4216870d8414fd668ce35d996375f21a09ab1b0 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:56af0cb7083f", + "target": "122310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index 77143d5b499edd608914d3118f95a0c4b5e7fdd4..a3b3db0de76375a4d0122a8b795e0a82713c5312 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 627852eeba956e50bd82d500059f31dfe47fc516..808927a58e0bdee8214a65d717e3664da9229f1f 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 061025c4a2ebed5b4734dc3e0ab53441c706ab0c..73457369a4ad21c51fada3037ab84b34652de8f9 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 1fa1e2a26444ffc1bdd1151575d69b276d6003fd..2471d64e4d409502aae35ecf83686e80570cb195 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 339b4a46a486a16e94115c7692c7a5d9dd2ee42c..7a38acae3c8fc5a4c598f7724484b7a5fd0739d0 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index 112d78e4685f34f52aaa56694095f42266e2d072..e8fa253f5225aeb2c3af9cb32efebe657607add1 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index b030811adacd719604eb3a24ccbb64701273aa36..b70e98537508ce3b791b1cba8a27b69a99127f13 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index bd15bf6b11f9ffcb96603984126a931c78f79fc7..91a8aaff9a813cdd775582b6152ef2255b04a297 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f6e5d68f272b", - "target": "122990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index 90ab2b4d082bc747647706d50c70bc2513d031d3..5a813f0ae9626b31108e1e8b0200f71463dc9bf9 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,19 +1203,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index deb25e260a848c10591937e1d5570a97134df059..369ea45d35655c94bf6b8ad11a3f7583f8b3a34f 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:57af896dd21d", + "target": "123040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.393 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index bfa231025bdab70b15f76f219b4498c3bc2aaf1c..261656a45701d6274fe2072eae804465e4984018 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:366e73adb032", + "target": "123330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 5a009d397c634759d005ee95d1a08c5376ebb110..bf3a93f87d57224ff256effcd7914cfd2239e63e 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 6.34, + "value": 9.51, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 1.58, + "contribution": 2.38, "sourceRef": "axes.채무상환능력" }, { @@ -683,12 +683,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/123410/axes/채무상환능력", "status": "derived", - "detail": "위험점수 6.34, 가중치 25%" + "detail": "위험점수 9.51, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/123410/axes/자본구조", "status": "derived", - "detail": "위험점수 6.51, 가중치 20%" + "detail": "위험점수 12.54, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.64, + "grade": "dCR-A-", + "score": 16.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.84, + "grade": "dCR-A-", + "score": 17.52, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 7.28, - "grade": "AA", - "pdEstimate": 0.02 + "score": 11.65, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 6.86, - "grade": "AA", - "pdEstimate": 0.02 + "score": 11.08, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 10.24, - "grade": "A+", - "pdEstimate": 0.04 + "score": 15.07, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2023", - "score": 16.16, - "grade": "A-", - "pdEstimate": 0.08 + "score": 22.28, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2022", - "score": 16.56, - "grade": "A-", - "pdEstimate": 0.08 + "score": 19.47, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2021", - "score": 16.02, + "score": 18.95, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 45.24, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 50.7, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 36.15, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 48.62, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bce8d478737e", + "target": "123410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.89 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index 448b51d2e608d43d99a00e427401566e73604085..c51de00877b0473f6caba3d7eb925472f6a90b5e 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 7653d1d4a780074b9faf292031b7bfe3b9b2c571..47a6ba18aa0d640407b20bf04e5b899a66424a6e 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 20dd938a9ff8bd63b98c598fd7c8e700e4535646..653b3fe730e88ec46ce9a03c4f1799c8f7edad11 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 369127ed105ab8516a869c4f94204f2eba3eaff9..82e1a1fefda8aa5ede1b26054d21eda17b668da3 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,28 +1265,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index 4ff342983c6aed31a672f77404d01cb5ddc79588..50561dd3e8580d0a56e463ff0216f390686f2138 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,28 +1281,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index e62d2f108b6da1f980427b680132c8616b9c4153..bbc3bb7cba792076851eb46db1ee6dd6448fabf3 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 477.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 488.14%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,19 +1198,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index cdf17cf9960c645d045449fd97ac4db16f140768..d4ffa767549c69ed51dd3e1377a42b05fc19043d 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,19 +1244,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index ba2002cc3ab9098c0089c9050e9c4ebf4f3b2097..f146f1a37316c9c3f2beb5d36a8cf68cd95879a4 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 4691b1ab8c288cbbb1fc81f5f2da2f429ad8fb54..19c7b20a9d9c27caba57f361a91acf6b978c4473 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fff67b46eaa7", + "target": "124500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index c473760df20b57478e9f75c47e064d4d6ce9df84..0c5e2c5ab663687ec64d83959cc8c9f2b2ed31a9 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,19 +1241,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index b378a3792bf0f818c9620e63b2755e315ee86cb1..f84c1edcc1210f44a2ac93dff2452cf4b1dc0005 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index c627942442dc8e4e81ecad3b8c1e43aa881dbbd8..8f4982f2ad0b086cf94de0267fdc8efaadbfa1a2 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index cf7f90aa0963684220f4c30ebc03d6da9ac89fe3..d0e8f4af0a90b19368ecce04bcb32e127c97c422 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index e1075376bfa7ad6ae75fa325f03ae1b03acb6f58..7180349fc1ea5ff2123a1d6ef98480b6481047eb 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -882,14 +882,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1009,10 +1009,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1042,8 +1042,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,10 +1095,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,19 +1226,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 7689eb28e7c00081100146fd40b12b4d0432ba77..36aac7633da8e4e24672d422c42929794e7165ff 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index 987c64aee69bfb98ca8c54a39777dcb698f3451e..978ebb8de6a65670d195ab304142df7316c34d1c 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index 5b0a970ce7c02f1a1e30df1502e1907b4272f631..b30da678bc81f2bf95fcc55e6fdeb6197189a9cd 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 59152924aac67a5917c11fd717d750dc91485b96..1d2281aa6288e6dc4cf7a6bce8870474d2fba047 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8912c75fdcf7", - "target": "126700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index 171150991fa2f2b5ff17303d5a816888632a80e0..dbbce300d23ac87954731d67e8bdf3935fa0ffe4 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 1f20a7b32234d985f9187d3fb577738c32bf88b8..7d5897b78d109d7b84216a9b409ebe0f5cca9108 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1153,7 +1153,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1171,8 +1171,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index c4c48ad7ffd2d66ea9c023303a448947f45b0add..b5484cd641b0082fb69907fe1a07ce1eb8b47a29 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 448000d5d94bc87bc72b75d6cd4020013d86efe7..80e2a275d09b5174e615c38ef6196a2f0f4664be 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 87817982d8f30c7021b1a4b99964b07b010d818a..c9e511f393cb99e7bb8b0eb6f030fc552ab864c8 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 9ae0e65bd9946f88b3e1f07b3b7c5dcb21040b67..0ffa7feea583407801a51c2ddf9378db1c0a367c 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/127710/axes/자본구조", "status": "derived", - "detail": "위험점수 22.28, 가중치 20%" + "detail": "위험점수 17.61, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.49, + "score": 24.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.94, + "grade": "dCR-BBB", + "score": 26.52, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -856,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 38.9, - "grade": "BB", - "pdEstimate": 1.5 + "score": 30.73, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 32.47, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 29.67, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 55.63, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.34, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 53.67, + "score": 49.85, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 61.2, + "score": 58.4, "grade": "B", "pdEstimate": 7.0 }, { "period": "2021", - "score": 5.14, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.64, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2020", - "score": 8.73, + "score": 8.43, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 16.26, - "grade": "A-", - "pdEstimate": 0.08 + "score": 15.89, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index c0b8c5e49fa6df76ae5611966e93587433f3554a..3f4885cffa96e68ad00be98c97baf5c8717c9fb9 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1371,12 +1371,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:68c70629bf1f", + "target": "127980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index 82f32afc5b8f91dded84ed63e4142b8c54b6a771..074dfcc61a24415315225d5e9ce6f20a2a24c5d7 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index 4344c2cbaaaacf3ef88c5d4891179f5305f12aad..c4d30c060ea02c6ebef201e0f149591985f2be50 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index 80e69a6b3ce4e0cd2512f9c4428aa64c858cdb13..b3a3e9cc451b6ca81789f557f002da862c4da04a 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,28 +1285,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,8 +1721,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 1206eac676d355119c8cd50e525450df478f74ec..f9e6abeb693722b8267f28101a2bc1a1f7a81e70 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index ee575cfaee5509822269add237e1802396e21c16..0db616d8346ce58013a63dfeda0c12cc89306d0e 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index b69343d5daed1444777ff77d9112e1aebd041c72..50ed920f932c7cc345968bcc193fb4c12f30e358 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 829494eff695b9de58eae68b6fc83f951d204c3f..815d18dca20dcfa89935f18a37a9da9c69ba0bba 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index fd6d7e1ec6af371ce01e22b24021f4f730f79d54..6fbaf699466cc8ccbba82bbd9074606413d78262 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index f38f1433d1d4b4d16234d3a6dba0a75c1427f26e..ea4dd0193b1e6e380093f36cb8fcb4762315b409 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b41a208a1ae9", + "target": "130580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.388 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index cfb70f75508de68241cb7c1465fa0104893ae443..d0790c476c911de146d6a547c20d328c113b2829 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index ab400116d20611b6240460751c64dabab8a0bea6..82bde8c13b11153f4d0a61857d49411bab5da11b 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index db8ca3839cd03452330eb815fc67d6d7bf39dfee..6df4d64f445c18ec940a3955865bdaa66555f277 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 3595961fd9cea6aff9386639c18dbf02b9a035e7..1f3dc310089692d3ce4f16889272bdacf08acfb5 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index ef520d3ce62d0b729788f737153f55718868f2a8..c0a85ada3509255f80ad89df35ef8e11e528f5cb 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index 4dd6a9822a02be399d70e8222ce3942e4d98e15f..e19333809ac2863366b5f74014af2e45e02f14c4 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index 459f91dd02439885c785c2e91ff7184479305550..b1b8ba49907bb23f072e3f7a77d59209917cf84b 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 4bec631063167243c84d4bf6d6d6e093fcbd305b..3cb2973bd8f9e9b48e9a845a34358ace797b1d63 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 53a4058f07ebaf7bd10327980ec6e058433e77fc..f9970af1b5661330d5a9394570a62914ce008729 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b6a69417af7f", + "target": "131370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.634 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index d0a2a1d1286ce11a275e64cba0345fa9ea3de8f8..df1cf799902c1dfb2586abddf1a1938f47b67f5b 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-08", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 6919987a43db954c208f85e14f02275fbd0c6d58..4f7b74a2f58cfdca453fa59bbadc3349a3293922 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 1bd894895a2f3e5e48ab1f715ad74b1c95cbf628..70e570e5cf439de008bea74539fa679c0ae28113 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,19 +1242,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 913c34ae214f373ba39a8bc60033fb2416a054d2..7c90ff979d95b97b04aec2e3b193e7e8a36d8e1f 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index 3bad69fcfb32e6debb6c97c7866759cb9b159764..9fc7cb6b39900a06b4a6c7674b77ef5792658c6c 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 54.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B-", + "summary": "dCR 위험점수 62.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,21 +661,21 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 61.0, + "value": 90.0, "unit": "riskScore", "direction": "negative", - "weight": 30, - "contribution": 18.3, + "weight": 25, + "contribution": 22.5, "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", "label": "유동성", - "value": 58.47, + "value": 64.7, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 8.77, + "contribution": 9.71, "sourceRef": "axes.유동성" } ], @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,21 +763,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/133820/axes/채무상환능력", "status": "derived", - "detail": "위험점수 61.00, 가중치 30%" + "detail": "위험점수 90.00, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/133820/axes/자본구조", "status": "derived", - "detail": "위험점수 45.13, 가중치 15%" + "detail": "위험점수 53.34, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/133820/axes/유동성", "status": "derived", - "detail": "위험점수 58.47, 가중치 15%" + "detail": "위험점수 64.70, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 54.14, + "grade": "dCR-B-", + "score": 62.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.9, + "grade": "dCR-B-", + "score": 63.34, "assumptions": { "scenarioStress": "moderate" } @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 33.66, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 52.07, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2025", - "score": 67.14, - "grade": "B-", - "pdEstimate": 10.0 + "score": 75.16, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2024", - "score": 55.55, - "grade": "B", - "pdEstimate": 7.0 + "score": 67.62, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2023", - "score": 51.81, - "grade": "B+", - "pdEstimate": 4.0 + "score": 62.89, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2022", - "score": 53.62, - "grade": "B+", - "pdEstimate": 4.0 + "score": 59.95, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 36.45, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 49.21, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 46.22, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 61.09, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2019", - "score": 55.01, - "grade": "B", - "pdEstimate": 7.0 + "score": 62.74, + "grade": "B-", + "pdEstimate": 10.0 } ], "coverage": { @@ -905,12 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 10.0, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 61점으로 등급 하방 압력", + "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 16.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fdd3292ffa65", + "target": "133820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index 8e7114d93276c59a9f3a31d44949551582ddd249..2765a619ec5e538f7c2455699d6a7c73f5a73581 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index dde44f367f1dfdb30d5b5f3e6a5e00c8bbba3ba0..bb79a273b6f06c67bf9a519e213fc4c7ab7ab0aa 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 435f95b30691fc2be33f5bd481751118e6a5f37f..706aae21d1b660b703b42000e10afccc8aaa0765 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ac57e88e5dfd", + "target": "134580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index aa2f1e7abe49c6b97b7dbd06ad5f6f74e4d3c8d2..59cc919b579d91b55b17dbeca54c73269af5b238 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index fb443a28b6c41c408ebbd5e4f63e036f075c1389..9b1f24728de0f554586799e8ff11efcc82e51831 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index 775337047838d71fcb7dd092092d34b98cc82c6c..2253d7a3b0ef889bba5ee16e564117e99e32bba8 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index 476fe1f07df2a7c94f29a8954b26b3b9e7afd745..6699ad5393687bd4f7f06483b2f513fe60417839 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index b10dcf51547c347a057c0d40676718374736c33f..cbff3d0e0e067113021e41a625cd48360feb0c66 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 103bdb07b58eab9694ac478d6f98932463b94ba3..68234b77b4b112aadd276a25eabac61fbcfe5ac3 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:223c607898a2", - "target": "136480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.324 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index ff37a36532d8f5b1a30f3168e9f3996d302ccf2c..d9c67f7913719b4b2f8fcecada39131b333f7386 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 1d345fd8d450ba256c9fde333215c89b08aa8d68..7e9461d163a4df8056ddf00f224c198be49b2282 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index b4695350ce58a6f2128d1e5e90e078cada7e95c0..13d93f2b07da6a0f3eb201ae4c4da5943999a986 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index d33a72145ef6fe604f63e1ecd37ab4ca5a736aca..83c3a17cbd3e7be12afa8d0d75da68432c4f3999 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index 7f6dffab8cde8edca3c3c705b524b60f16641d9d..5522fb9a71fdf9553a1c8bca66668f935ca07a47 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 218ecc7c668515fc56d88ad6d5697a83e16dda0f..3768cc786275dec52a8f6d2148966c39255fd2fd 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index bdd4b4e3036b9f2d7572d5711f7e834b71f988ca..8bda3d388739a8dc5910c5673a32b523f3a90628 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index b658d510d4d52b9715e2e73d8743644e99f06e68..49f57e9418f0f25be3639a78c034838193a85506 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index f6462cce2685daeee770235bb6fdb8590af7f7e0..0d116b25cd330f7475236c185f27ad521dd3116f 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,28 +919,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index 65442141935f40d8dff9d5746cf8c4b62f40b654..e5d6bd620c7255ce3428f19d324b5029ef2e2e1d 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index e6c45c70a847fd6c5cbe36cb5aef9cd24d525fd3..9a89e7ea02519453f114ea557e8d6b58314a421e 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index 702214ba2a41080b2a98f9f7aa8b405fbc58ad13..6cc657130bee1e17831340d6e398515d2af1c189 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 4e40d0d9c9eb847dbcfbc52baa58029eb07749d3..516017124e6fb338d4af37eedbb1bee8be096469 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index cf013a29478b1dd07e4d1c885997bbe45c99bedf..029f7cbca93ddd2d20cc8e5eee37a05343d45a17 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index 0264031f2a5fee034e644bc20432022f68c42647..1340a6e57080719c7295a0e964bcdea14b2d5860 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,32 +40,22 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { "label": "재무 취약 신호", - "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 영업이익률입니다. 확인할 위험은 OCF/순이익, 부채비율입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 OCF/순이익, 부채비율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." }, "confidence": { "level": "medium", - "score": 75.0, + "score": 50.0, "method": "requiredDomainCoverage" }, "drivers": [ - { - "id": "operatingMargin", - "label": "영업이익률", - "value": 378.96, - "unit": "%", - "direction": "positive", - "scoreContribution": 1, - "sourceRef": "earnings.marginTrend", - "period": "2025" - }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -114,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -147,57 +137,9 @@ ], "value": -242.04, "unit": "%" - }, - { - "id": "analysis.operatingMargin", - "label": "영업이익률", - "comparisonKey": "profitability", - "basis": "companyFundamentals", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": { - "latestPeriod": "2026", - "earliestPeriod": "2024", - "periods": [ - "2024", - "2025", - "2026" - ], - "blockPeriods": { - "representative": [ - "2024", - "2025", - "2026" - ] - }, - "blockLatestPeriods": { - "representative": "2026" - }, - "mixedPeriods": false, - "retrievedAt": "2026-10-04" - }, - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://analysis/138930/representative.blocks.earnings.marginTrend", - "evidenceRefs": [ - "analysis.earnings.marginTrend" - ], - "falsifierRefs": [ - "marginBreak" - ], - "value": 378.96, - "unit": "%" } ], "evidence": [ - { - "id": "analysis.earnings.marginTrend", - "kind": "calculationBlock", - "sourceRef": "dartlab://analysis/138930/representative.blocks.earnings.marginTrend", - "status": "derived", - "detail": "Analysis 내부 직접 계산 결과" - }, { "id": "analysis.earnings.growthTrend", "kind": "calculationBlock", @@ -229,6 +171,12 @@ ], "assumptions": [], "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -237,14 +185,6 @@ } ], "scenarios": [ - { - "id": "marginCompression", - "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 378.96, - "unit": "%", - "driverRef": "operatingMargin", - "sourceRef": "representative.assessment.drivers.operatingMargin" - }, { "id": "coverageStress", "label": "이자보상배율이 1배 아래로 하락", @@ -255,11 +195,6 @@ } ], "falsifiers": [ - { - "id": "marginBreak", - "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", - "driverRef": "operatingMargin" - }, { "id": "cashConversionBreak", "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", @@ -285,11 +220,11 @@ "resilience", "quality" ], - "observedRequiredDomains": 3, + "observedRequiredDomains": 2, "domainCoverage": { "earnings": { - "status": "observed", - "observed": 2, + "status": "partial", + "observed": 1, "expected": 2 }, "cash": { @@ -308,16 +243,16 @@ "expected": 1 } }, - "observedComponents": 5, + "observedComponents": 4, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "observed", + "status": "missing", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산 근거를 확보했습니다." + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." }, { "id": "earnings.growthTrend", @@ -363,19 +298,9 @@ }, "assessment": { "label": "재무 취약 신호", - "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 영업이익률입니다. 확인할 위험은 OCF/순이익, 부채비율입니다.", - "score": -2, + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 OCF/순이익, 부채비율입니다.", + "score": -3, "drivers": [ - { - "id": "operatingMargin", - "label": "영업이익률", - "value": 378.96, - "unit": "%", - "direction": "positive", - "scoreContribution": 1, - "sourceRef": "earnings.marginTrend", - "period": "2025" - }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -416,9 +341,7 @@ "period": "2025" } ], - "positiveDrivers": [ - "영업이익률" - ], + "positiveDrivers": [], "negativeDrivers": [ "OCF/순이익", "부채비율", @@ -434,66 +357,124 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.1-TrackB-diagnostic" + "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { "label": "등급 산출 불가", - "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." + "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10)." }, "confidence": { "level": "blocked", - "score": 0.0, + "score": 70.0, "method": "validAxisWeightCoverage" }, - "drivers": [], + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 23.89, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.58, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 43.92, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 13.18, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 36.56, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.48, + "sourceRef": "axes.유동성" + } + ], "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "evidence": [ { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시" + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/138930/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 43.92, 가중치 30%" }, { - "id": "credit.axis.회계수익성 프록시", - "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시" + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/138930/axes/자본구조", + "status": "derived", + "detail": "위험점수 23.89, 가중치 15%" }, { - "id": "credit.axis.회계자산위험 프록시", + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/138930/axes/유동성", + "status": "derived", + "detail": "위험점수 36.56, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/138930/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.현금흐름", "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시" + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름" }, { - "id": "credit.axis.유동성", + "id": "credit.axis.사업안정성", "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성" + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성" }, { - "id": "credit.axis.규모·변동성 진단", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단" + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" }, { "id": "credit.calibration", "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10).", "sourceRef": "blockedReason" } ], @@ -511,6 +492,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -519,13 +505,32 @@ "axes", "metricsHistory" ], - "gradeHistory": [], + "gradeHistory": [ + { + "period": "2026", + "score": 95.0, + "grade": "D", + "pdEstimate": 100.0 + }, + { + "period": "2025", + "score": 67.5, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2024", + "score": 67.5, + "grade": "B-", + "pdEstimate": 10.0 + } + ], "coverage": { - "validAxes": 0, - "totalAxes": 5, - "validWeight": 0, - "totalWeight": 0.0, - "weightCoverage": 0.0 + "validAxes": 4, + "totalAxes": 7, + "validWeight": 70.0, + "totalWeight": 100.0, + "weightCoverage": 70.0 }, "eCR": null, "pdEstimate": null, @@ -543,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -670,15 +675,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -703,8 +708,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +721,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +754,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -794,7 +799,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +827,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +842,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -850,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -869,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1022,6 +1027,13 @@ "usable": 1 }, "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -1030,44 +1042,30 @@ "engine": "analysis" }, { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계수익성 프록시", - "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계자산위험 프록시", + "id": "credit.axis.현금흐름", "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름", "engine": "credit" }, { - "id": "credit.axis.유동성", + "id": "credit.axis.사업안정성", "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성", + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성", "engine": "credit" }, { - "id": "credit.axis.규모·변동성 진단", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", "engine": "credit" }, { "id": "credit.calibration", "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10).", "sourceRef": "blockedReason", "engine": "credit" }, @@ -1138,12 +1136,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:38a661826381", + "target": "138930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.803 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index c372129b29d0762b8576ea59a12f0d4764928381..d7c7e2adbeee3027a77a1c32b9cba297c62ac2b6 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index e80420df145087c7e73d7e6924bf335b7a6fee26..c820dfc6a4a313b4abb624a252a60866a7c355ce 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -671,15 +671,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b3633e157637", + "target": "139130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.241 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index e726be006f6ce7fa7489c8a2ea396ee39a275793..8620f8d6f6ae894fa34408bb9f47b4991d540c8e 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,15 +1556,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index eadfcd989e71aac2a5784f45bc863cb242a5f1b6..4fa0e22b755abb5e9dde6d32d421678176524049 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index be9655e080e7fc770486c4554554919f7f8e59b1..8ac53730d7a984aabc784ea2fb90fc40c028f23a 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 20.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 20.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index ac4aea2b3e737e6e14cdf40ea78596e22a59f3b4..ce69458214a9408a8064ff43f02b8fafe20b33c2 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1503,12 +1503,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:37af153814a1", + "target": "140070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index aa1203a3574e6597eea09fc15c306adb08e436ab..1319ce7a68fa43b29bcaa0335f488f56ec65d32a 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index 4b4b897609c4e1feb2256a8f238514bacf615fd3..97c476a5c0cafa872f20515dcf5d5f081dc28e73 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -907,8 +907,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,10 +938,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -951,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index 0dabb431513e8a2c1965e5dcdee0646cfd40ad3f..8742177fdc9f616a3e07662d1aec564bdf8d199d 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index 28d02b56d77619aaa11a133e8838ba4d1f389308..ebd2a01bb0b5bcd6d572e456d0a2fffdf62f2fcb 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bc0c2fabb6d8", - "target": "140670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.581 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index c4391f97f4e3fcdfabc85df5cb0fec0a1de09af9..b39512f974e048a8ad09bbcc216156033903f817 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index e37d84f73ff2ae44b79040e7adb6b79e8f60d12c..de0afe94b812a11ef5f69162a6071cb685049f26 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,28 +1245,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index 9dd5eb00641a5c820726396f462352a5e765c4c7..174f027227ce8942e6648942e166bbd39cdd6532 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.34, + "grade": "dCR-AA", + "score": 7.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.83, + "grade": "dCR-AA", + "score": 7.83, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 52aa7544004bc4991a46ed7ffa34740569751e83..dda3aac1f650cd536e36ffbe60cfc1e0c39a5ef9 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 0d23cd1ab18c71413d7eb21ba1acfc51aaf350eb..bcb3fe683196c098aced300ee4dfe4df5958a734 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 2aad139c14aaa51806fde0e714314fe544179cdb..6274cd6aba9709e5b9a94ee29c90e37f6a413eec 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index c2c29cb61cdbbc60331f3ac2088750d645925f9f..9f1b4d7c9e1f2d93f645a4028c9473a13642cc7c 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3907.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3853.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index efdf72f1ffe0cf89292c003d5b2e7faf9529fad6..443f85b22556a81658cb5f1e776571e93d5b36bb 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 8b200eb2da2af18ec11923682d29df70a4732ad0..08fa3546f92b01bdd3a5d9d99112d54dee4b1865 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index 2a5d5979bfee86bb04ed162c02ca1208ebdc56a9..73f664110ac150490c1631cfa10bf1241362f466 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index fe2cf0d46242696eb58f99813eea03ebd48edf5c..32c422108e6dabc1569b9d44836ea579e07c091c 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 12ec485a82b6aae9e29b384d7f336f5847bf38bd..3954ca50fff405e522d77835a6af0bca2063442b 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index e7b25b57f6d6114542e7c95c753a1bcf60c472cc..9d5241d752412e5670f0e4917c8e24a3a215807d 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,28 +1278,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 72e413d5d983d7f286255e1c5453b4f032e6aadf..683c77137f1e584c3115a457b9980b5e61065f1f 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index c44a245abe93637e2577c3f4c26a0c525b947410..0ed2ebbe0d2811670629278be8f89c63dba499e1 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1154,7 +1154,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1172,15 +1172,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index f440c8f5de76aaaf904245772174b6b0c00dc11a..2a31fa2425a04fc34055f9463d06f8c13620d794 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,28 +1196,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index da830283a7e08547909cafe1730b21e65fa3f753..0d9b0ee1c5b02964161a755f91a0168ed2ddfc7f 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 55b23d61611842a23f7e0d45467c1c2bcf1771fd..ca874ed716ee3d63f69a8f0f81bc1a3ab15aec5d 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index b472d0c3dd0427350ec32437d82e71676e75369a..a9ec2e8a7b41d54d6cf4633963a1e304a6cfd051 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index eb2c11bd4b15c7e3f1d95a9187980d3187737579..f6f5e66f79105e9651eea09e96c1806c219bebe2 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 33c6c057667bf34d2b2f6951a76b629a52c6d76f..52ceba002a19c443e73a6e2b4670bcd7d02722d5 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,19 +1042,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 418c597a80afc4a1b4e72f753db1a7cabd623c0c..470fe1a913ad2cc63d4f5470179bf847419f1bca 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,19 +1229,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index a8dace4bd3ecce9944ae2f35dc4987892225a625..aa19bb204ea927922238ac1f2e9f33a137e66bef 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index c9e7558d85cf682675e05d75a8492337be8ca196..396cc7c95970812caf96650412ab1bc75efad301 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index bbcdc28229a998c0843a669a2da05d6db8b2b6df..6ea29c5a15487252c8b7dc63d22add671684cde9 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,28 +1147,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index 672e16ee3f86e4509b72afe6cf8dfef51e38c0f3..e664cd96835df5b8913e31c5c7f110b26db186f4 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 24.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 2d6c3895565ca0beaa144895f44c87f36bf7e637..5393ad5f9c8e2cd0eb982cb01bcbed883a7aa8a5 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 035f1498b4b31913b58b7116ff2a4e0e09b11c8f..9674c9da4ad1bf682d7321fef8378040bd757b35 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -884,19 +884,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -917,8 +917,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index f7c1474a59fce3a4808d95048b49a1f790f4e639..27dd2774b6e5d2c5efe0c1779f902f06bd669ec8 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index b15461a49b33ce691f557a1192ff70fe671b6b58..30683c233e5b26dce00090c042ec5540ea7e81ce 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index 0dfef75f3c0d8698d03828fbcc42246eb37ea25d..1269be3ff1153e7d1f523b245767f7e4c15fee6c 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,28 +1199,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index b98e0c701949d8fcd5f1c3e542aae1e0d328000a..2fc57e3d90fbedb693863439bca8510be4d2ed76 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index f62ce03c704c8c872e86a18cbb40ec449e299947..973c80acf752055bd63154a243f90309f67e1253 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 872096fd447130d80111940a2075ae5a105d6f43..9410b57097d1204c62119fadab8c52ea8e488dd7 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,28 +705,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -769,7 +769,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index e7af230c7c44ebbfbcb2d15a589f7e3c65a1760d..2e630edfff7f89e4f5f138a1645382942be996e8 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index 869f7703ee23f08c4575c02c2f7e3e3c312fa931..86ba468a2a148f32d8ba5f4752ba27edd46c3181 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a853d18ceff", + "target": "153490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.365 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index f36532d7fe087da5a0aaacbd92ef6f7d47c90558..e0b55338527287a2bcd9f96d335e9a8d01730d46 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 4b29c333bdb6fc84e3d878aa027b358b6f883a98..d0ccec209f146e0795f64b655df2dc4979885ebf 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 8fde7ef3d1818f8f9adae919d90309b3f3a48507..d8dd2df9338130ec1f472b5a51ba10525b2f9158 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index ea8178169757507bfdf927eb7eff63d4f25f1fd9..38daf8530d7cf3b2b4477d90caba5a148e75be34 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 34.55, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 34.55, + "score": 32.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 35.06, + "score": 32.81, "assumptions": { "scenarioStress": "moderate" } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 79b2bea7edec740145d2dcca6c9464f24eaa76c8..0d9555e27dec11a24d56d04ba3f790155dd2c046 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 612a2c7fce7e61f52ff33c557b816c4582ad5d90..83bf4115b129908f0bb88890ef27b311f764016b 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index 786c92f4351566974bf947b46c9aaa2ebe3fdade..f124c62886c7b81ddea494e9bfc109f53b22fa14 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,28 +1071,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index c721d96b7e933cb13259c1a5e207d592589a3fbe..82cd19d96496661e17cd235f3a687978346c9e68 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index cdce3524c36e511e23183ffc48241356ce8d8d3e..d3fc30df321cb86d647be34e63b8dac4ac4f622b 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index f528229f2eefa7ee5d83b44d085a0a3dafa0bf86..4f43a7404176de02d74a9243c0dd35499edb91f1 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 48af4bd065cddf53fd8991ffd6ef9f76db12ffb8..adf4ec9a7224812a9003f1c31b3c2f2b56953ff7 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,8 +1507,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index ff936a00d68f73f62276160b2bd7b69423f069d0..53e3390a4f9b41ce42287ea034fc660fd973b033 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.84, + "grade": "dCR-BB", + "score": 38.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.42, + "grade": "dCR-BB", + "score": 38.67, "assumptions": { "scenarioStress": "moderate" } @@ -833,7 +833,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index 33127d142b0283bb19ffcb048377f1697c5d7fca..f5f21f9889cef82c41fcd30589a88115b1cad0be 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -730,7 +730,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1149,7 +1149,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1167,15 +1167,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index d1698f97224e0f93ef91e56ef2adf4471c4a7ba4..647d4ebf19734b9dd8cb53cf1ec751abc06ada1f 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index f3ee9a6f116765834e5ac96de7427c148ff8b4a0..e326803287e259ac670ffb34d50f0b3675f0ea85 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,28 +721,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 49c72e7e2213dde46612d461ffdbf857d9a3fa25..155bfb5876c4ca967d45c8c56cc92c138715f76a 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index cf24fb04c890cbd166fd0994f9aafed1f213fe5f..0a82c8980657ab206f924e79056e8659c3e96e7b 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 20acd6156f36c0c9c6e953d9955458ada16d5f8c..50e42e6624aedd51ddb9c68746b3f6986b816469 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2eee470c67f0", - "target": "161390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.843 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index a6ca379b57c7fd6e5ffe222fc53a26b41a8b7a0b..dc6ee46ff94e6dc03d540cba64280653871a7026 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,28 +1100,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index cdcf54570a956441e089b7e464414d7d3033cf7a..485033181efb5819d5cc96b065cb14228ad32c60 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -957,19 +957,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1115,7 +1115,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1374,12 +1374,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a8b39c8cf978", + "target": "161580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index cff14f0c63d5b23b29b5ef82dce9e2f9b8f83779..5f2aa9e5bf9ec5b89feb4b4d0e7358d7747ea4ac 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index eb4f2dc2c4ae158dac025ffb2c12ff41d23c26cd..fcfd436fb257def49033643e6fdf80f463b21ee2 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index 07699fb3a84cbba68de79a66c36cb78344f5d985..3278cb046fabcb56d9573ee57c486af4befd999e 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 4d9f70acaee9e5c579104bed7f621797c3574ea5..538e12a479d3f09394b752d00b86d022d3e7cff7 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a7dc886f493c", + "target": "163560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.742 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index 070271d7470a47cf858b9171dfae7abeeced6ed1..4f48320d70b1379abb806f1acfb6974cfb6455f3 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 187ab2162ca0660830100df2c4573d655483af83..9d7710294d6f03224ef7a99966fcbe7f8e54fe15 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/166090/axes/채무상환능력", "status": "derived", - "detail": "위험점수 1.70, 가중치 25%" + "detail": "위험점수 4.40, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/166090/axes/자본구조", "status": "derived", - "detail": "위험점수 8.06, 가중치 20%" + "detail": "위험점수 8.43, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.52, + "score": 8.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.7, + "score": 9.96, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 10.0, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.22, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 6.87, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.58, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2024", - "score": 12.03, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.68, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2023", - "score": 17.28, - "grade": "A-", - "pdEstimate": 0.08 + "score": 23.94, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2022", - "score": 5.58, + "score": 6.22, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 8.86, + "score": 9.29, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2020", - "score": 8.79, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 10.13, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2019", - "score": 20.89, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.89, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index 3ec405e3eaac8a554e5409f75da7750a4fc07e4f..a55ad2abc51efe528079459b30a27821e1d1e1e8 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index a02ec36f83f671d631702cd878542230520f5439..af5b3de0bfbbd0ec73e22a975d020d42d0cb4bc6 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 5eafc527b26fe52572a91bf2890f7941d5bd17c0..71124e1ef1d483591f679a3c825d76bbaa098ef7 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 20.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 20.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index 1a8f72e4f832636d40c1a4b3236ce7ea2e0def51..cc5acd39b957c84e8488ad5508efdeda03636eb1 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 9b7b8248af395ec6063fd5190c3e47105a69cadb..650c3203f13b34babdb64d7cbc3ee18d6d819716 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 6d8da9cc5cc1930aa518a3554d5cabe1c12c81c7..27673d8f8c451ce31f4017d4ec3e1a985a29b02c 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index e20d77fab2ace15f910c49c07aff8fbac58bca72..73a9d4c9cd7908bf07eae854b758ae2d24661943 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 6bd6f468b4424e008fbd449d640ec8b917fe056e..9d1676c8c43c951cef90d95e2cf13bd892fefdd6 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index 98996a714af6d295c423f1cdb9f30f5e4f88a73d..c292b4abcc7d3b332f2f50a3896919942238da88 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index c9f6ee8745911dcab6c6996190937bd27edf99e7..e6756b20589a85209ecdf8c00b27488e3701f0a2 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index 695219a765e58268811f06b43276a4e9799e7b53..6432f4ff0ebcdc58a7fe09057e1787f6cbfc05e9 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 497f5e3ee1bf7fca6f3a8c8d539643cf95cdef90..3068b619698b91f47aff083259ca07dddcb8d445 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,19 +1200,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index 84fce3482398838bfdbcae967df1839d3dd02282..c06e3d688ab5a8f6738c00ddfa8397232067c03c 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index aaea1be151eff367e8b1872891285ba63f4a2b42..98035e1b02fd51492ee24753c3c2d160c34d1a16 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index 49c58b9d1f01ca14089e411f59e25b783cb67461..64e2e0bdd86f8c6971d45f7a5d46c995bebc779f 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index 13c93dfc005b0e99bac0f95070823655beca3dad..b2eb2e08bc2412b5ef81a0358d828bf2fe164fc9 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.24, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.90, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,14 +735,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.24, + "score": 26.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.06, + "grade": "dCR-BBB-", + "score": 27.6, "assumptions": { "scenarioStress": "moderate" } @@ -758,6 +758,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -844,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -971,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -990,7 +995,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1003,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,8 +1028,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1043,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1130,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index 220e4fbad5b65f896d0344d682277c34c5136757..c0d8e1b0e2013e7cfe240ca71e59323367d6849f 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index bc19efee8a9587cf45e35780abb67a1d4dd77331..46977c1178047760942311dfa2aec43737b06bda 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index 06f3043d01f1de01d23cbe7960c4ba232c6057b0..9ee448a4aced2b192165f1e25f83a79f6698158e 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -602,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -681,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -760,7 +760,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -769,7 +769,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1077,12 +1077,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:da71003efd6c", + "target": "175330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.831 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 0d4678c597b2e84c7097046916e9fbb4ce21c613..f0cb36896e09c8af13b466a3a113f6eb6bf25417 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index 5df702086e491a2723071979a9b91a09152372f8..357c5c5ac0864291160f08d368156b3f3351dd80 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 633731baf9a98c1966b39abcdd3abd502dc3b26e..0553b9ed063db6c72528f4697ac908e8c0e253f2 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index 797e6845d2900e525dc58d85a4857e5b72754564..ddeb19ce9abc18117815d056ef2858bb14512d65 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index d3a3b71284c776ab0b1b50c08b2a46a0dff6acf6..bf8dba861209612435de3200537593d261226495 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json index d962272e86b6961d79c03c0bda2d00fc17d44aac..07594df2f714da6aca457b5282b6aea77fca450f 100644 --- a/landing/lenses/178600.json +++ b/landing/lenses/178600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 309aaf8e29303642a018ffa2bacb052300fb67fd..de29368e541c5951896f86f7020159456bd96e4a 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 95b8b49d5d74809d106d95d5cf00465ff3ed241e..9844849eb6c8a7d3bb4e562d1d7d60b6e6d295b2 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index d8c016bfda8c8e4f95eb9d66c08952636b8641ae..2c7d1269aaee7c44711cf753d8fb760d19b2447c 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index 860c2013e4ced4349fe981d1008abc049febe795..3b17fd8bcc6b1133c70998131ad271736b3623f7 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1086,13 +1086,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index c9002e830fbd8c030b0f0567da09ffbdd37c6578..bc417a2ef462806c69f29004f679226c9b307a00 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index d0c587580603915bbdda5b7e245d760ff063b0b2..7c362b41907e91edf23de7690b3bdae407e6a267 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index fce613bb88c7ad1d79b42c71ee4b01b5fa2df81f..06320d1d8be174c165b11fc1fa0e01c9e1dbc3ad 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index d3f02cae414932bd876ca798029bffa6f39071d4..d34b7ee1825f8a72252b39fefe8819427a177f8b 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index ea1d301cfa651449b8896e5ca785f37ee105f5c7..e5e08898dd5ff73565558058fd991815b5702c7f 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index e7d2c43227a8724a0eb175ef16ca7ec45582cd97..74f008c66e99300dd471a9e147a88a4da4c70a94 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index 6fb9db7db29017002f028bd31d4170cd8c2f4a5c..25d3debbaff2846e20856e7b398e5fbdc2677947 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.99%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1103,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1237,7 +1237,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,88 +1472,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:604d6d3ed711", - "target": "182360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.25 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 79a33a070b795e258d49e13fe7fa7f03ff633270..722ac940972369ee77eb886f480c4d3c1a4d1e97 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,28 +1197,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index fcbc7991af1ca1ea9563966c47424c05b4a9cc31..fc1909d049f0c396e651431db255adf2768bc4c3 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 402c8958e2dd1685584f0a8fcca26fb3b54b152c..77913a35218642449073e7b52bd7365e14a33625 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 460c6ade1f3f44cdfe9b829874900bcefb19e431..c17522a6cbad9f6e26ebc66c2fa9378d54b848ca 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index ae738f88e0b8cf171e53773e67acfa9e61b4e6ba..b1adffa39f461c92000b30e641971601da58de72 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index 6f1a1487df8969f90e49148f7d5fce76255a7be9..0e917e86aeafa58c448d2c1354ae4b80c17993c8 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index 82ed511ee369e5a4b011b81117f2bf072d59cfdb..13ad9b12752fe155409efaab2fe18d4cefc036f2 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index 5e96e9c6a2e300dde0032a8cf3d44f94ee92b645..c2ce6fb4d3a6978e3191cf2e7ecd35f267ca997e 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index d174c0a8982093f33e31aad173bce6d4ab734f62..e147bc0e89f30c866f0e521c27c7cd67ab050b17 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index f70516d68a0a02fc60adac725c0d5f52e1331a19..8b2f3828537bed2d15c49baa086e4223b1209ca9 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1023,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 0bb820be3e853b0783dcd8b5eb4de0f3561cdb9c..9a6303332b7bce4cfb4c840f8277040294502413 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 703b6bb2de5749d0ac908e85e109a322ff1d6e37..5a2e5f9999f5970868d1fe46d785c3a6947f96c1 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 26d119878d5444cd4c34c6d351512b5ddab0daf7..dd54d72bbee440569835c762cb47490e42b33d7c 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index 11440d69d2a3fc4d9fd5b132f34b80051f39d8cf..0fb2f48656ff1ed55f9502e3e8531e5fb7dee021 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 8d83a30b63d3382902ca568ce4c0f8a923872d03..0b66ff441df0e647eb540cc7e16e83fd701909e9 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 8166c7f60c05b30ddd0e60cf85ef4b00ea75e580..0534a1927172e44161f21a2ce9f638181517f27e 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index d7519b2ef97688219e4b4af78c689ac5d9551bee..5f61643639a1664e894fb0c34be4139ab795c157 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 1cc17f9ecc1360978001954a720b526607dac9b3..2b62a7b044fdb0c38b7b6a582f93f4f247539498 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,28 +725,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 53b9dcdf98675dee236ac55bd8a7f87fe7e8a7ea..e22ed146dd77e4a6a4b22b227f13472c2121bf0a 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 9927655992f39aae187982c339c788164046a48f..5b0c497cd78e01d47c75916b648c45ced1a35c6d 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -883,7 +883,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,15 +1308,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 8459d780ef4ea9c863ee618baa9c9a6bad1c2346..c9e88e38b9db1825903e6118d9ab7ff5ba71128f 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1029,15 +1029,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1431,12 +1431,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c70f82aeaef", + "target": "189690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.524 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 713340224f5137e955a92532f585abf719c56f8b..9560f3e14cfd49b705be7d4649488d41ed64e7ba 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index 087238092bb2e6334223c02623ffd5a10d4007b8..6b602fa0d18df3d38d005145525818e65208d2c5 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index fd113cca9ca0a1818b227e8c9b57742f31d94a68..f0bfae57f08d6fd222f9a0ffef4d0cb12e4f78b3 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index e5ac20b8c80d336766296468a57fa6ec83dad479..9b839a775b0c333d72fb8035f8c58a045e38dcd7 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index 54ef9bc6ff67c7436148a9ead58d3af75a8fcc52..c20c65eb5d9a330e02f58d981704436c79fbbe94 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index c2b75c7ee8a64005c9c7c8e324f0de6db84e374a..0e8fa6042954843ec8a28c6537d44a017b413845 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 79394ff31ab7d50caac21dc3c7213632c971cffa..2c7cfede794d000eff3cb7e4fbba4ef21e4eb0c5 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index b1a091de1c4f05bcb3634ec935e7c3aa15733bc2..1ac2dc82b3a1cd1fc0604b20ae47a70772219247 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index 907b5f05ed83bf886469762807de93606a177372..f1c30865480278b832ed716f12893548bd6ba3b9 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index f8c31047aaf2cfc961ac64f2db2bdf1f7ff9f523..c7fced466e73bd150949ab8db048249bdb6117c1 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index bad9a00de74c98f5a0e58d46813662ab05cfca58..b8ab9ff5d0ea87621545eaff12900d4cb20f7fde 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index eea4537670ba56ce1a69ea861795ce47dd893680..4d3785d988ee04466b0ad4232171cfbd7348fda3 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 0e6887890b1508c93ea26adfb95972b24cc95ccb..f7ae1deacb5b7bb20b00fc586e7a80798a57c02b 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index d92e9757c733d3a93817fe1af2850c63ff6bc4a2..9d7089c76771fa79c10bc0c22c5b2fcfacbaa8ea 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 0a9aa6a794eefc010917d7d96af960b7f62d431a..815d2a42a9b2c9a70e532f81ee0b815fdc128972 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index 6a253bc3ba8727ddfe7bec7d030d260f0e5cc03f..0a95ea58e70ee275ab0ec144716cf961a7e810af 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.69, + "grade": "dCR-BBB", + "score": 23.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.91, + "grade": "dCR-BBB", + "score": 24.91, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index 7fe23120c4cc8155850aa42f9284f24925b98454..b042519871ba659dfeaad300cff08381c8a8cbaf 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 25.11, + "score": 22.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 26.72, + "score": 24.02, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 7c53613e3d952ea27db1f905cb9d6825bcddf273..367222c8a3ad00f9c027523bac6702e83adc55b6 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,7 +920,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,28 +1101,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index f7672b85b74b8b84b48730d5468b364f231696f6..7d6df062d9549d673f1d1d540c1e3f93f101cc7a 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6f9bbfb45bd2", + "target": "194370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 026fb542de2833d42b0c5bb008f64f2b25b02816..1588b81e1475fb55f412f9d3b5f1fcc9d336a730 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index fe5c05dd7c5ddef579ccf4ebd3e99e6ad57162f7..a332f98e30659d57f8f75c6b3d1da75ded75cb9d 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 303b77a223866b59ecf2b2d6d9ce37e4b8d4ffb5..e316e68d3627807b6ede972f3c919002d0992694 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,28 +448,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index f0d9d396fc310b38e035cc2e2196432a5c536e9e..ced82b7fa0916ad821477505e0db8aa336a11478 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index e44d592f83760b156cbe21e598830bcc05711857..ac99ec7a45b4331567c0856072e587d2d8ef4018 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 20e2a147768769b511f253ea0e7ec800fc88fbe4..b14d6efac01b51136e5806363a051c434f1e5611 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index e5140c01ba69d3fcfa25ee754c5e54c6bba6b85e..bca63dfce04285d8527eb2f3dd6198ff75f4b86c 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,10 +1033,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index bae5c25f745fb7a79fe55bbce6acf090463e9ee2..ac91ad058039444d9fa258464da25d0014680274 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 5a10b86085a71b5736280e48a24cb7ac30aeb962..0a4f443b6b2978d1b1d151b2b5a29cc8478230f0 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index 16438628186b94faed4506fea5d7bb831256f73c..ed6cae0be4dfc724f33263094c4cde44d4a98cf8 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index fd18ca21eb5a745a63adb5e1edec88f680c9f299..2a11b817cb308b1584002f81e97969f2e64cb49c 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.39, + "grade": "dCR-BB+", + "score": 33.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.53, + "grade": "dCR-BB+", + "score": 35.03, "assumptions": { "scenarioStress": "moderate" } @@ -882,9 +882,9 @@ }, { "period": "2021", - "score": 45.1, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.2, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", @@ -894,9 +894,9 @@ }, { "period": "2019", - "score": 31.43, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 49.38, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index 6a6abd7410f7b7198dfbb164cd2fbaf826d2910b..e68bdcd3403669facdb6846ac15bd1a1a3ff127d 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.32, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.96, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -647,8 +647,8 @@ "value": 3.48, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.52, + "weight": 20, + "contribution": 0.7, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/196490/axes/채무상환능력", "status": "derived", - "detail": "위험점수 33.96, 가중치 30%" + "detail": "위험점수 43.51, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/196490/axes/자본구조", "status": "derived", - "detail": "위험점수 3.48, 가중치 15%" + "detail": "위험점수 3.48, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.32, + "score": 44.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.72, + "score": 45.51, "assumptions": { "scenarioStress": "moderate" } @@ -859,45 +859,45 @@ }, { "period": "2025", - "score": 57.56, + "score": 57.81, "grade": "B", "pdEstimate": 7.0 }, { "period": "2024", - "score": 40.12, + "score": 40.27, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2023", - "score": 51.27, + "score": 48.17, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 40.2, + "score": 39.53, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2021", - "score": 39.86, + "score": 39.4, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2020", - "score": 37.81, + "score": 38.54, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2019", - "score": 30.27, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 40.02, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-06", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index 9c0897f2e0e5bd6701f2801280c4d3960382da34..72e31feb22433b7c73ccfced2c1bbac92befc631 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,15 +1642,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index 22eefe846fa07d48a5f17c58461021bb9c9a2e83..aa2fb447f3ffae867c3b4ed004095f17a044d757 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index d596e0252d2456e6b0a5d37f1886f905573c7021..9519041c2aaa49a32ccbef27ff3eb2a7fe6fb3dc 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,15 +1463,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index f53417e328a58af7e2b00781b0fed47939d4d145..91cde6c0a5d867d73f8414fd470b4e2aacbd75f4 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.99, + "grade": "dCR-BB-", + "score": 42.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.19, + "grade": "dCR-BB-", + "score": 42.3, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1072,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index 02d7a53f13fa251680ce479d3fc7513542a357d4..50d368096de145c496fdb8c1680a7edf716ce661 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -950,8 +950,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,10 +1003,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 2743b279eaf07d6aa2c3a192d428cce185d0f60f..3aa23d8293dfc9258a51ebe4e3073a645a6e6727 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -748,7 +748,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index 49bcced4ee6f11822b76ffa7c84baf678e85cc26..bb346c9c8f9964ff4c77f347fb214939ff5e812f 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 1fc81facb91042afffc9380788aaef9351e1d9df..2139ffac3594bac1bc87ea12cf1191a0bec4fc13 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index e53cb0229372d1a17d104fab10ecbd1e7ed91c4c..c1d19ebd0d57058f84fe44ef956b25a332627250 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -575,8 +575,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -606,10 +606,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -619,7 +619,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index 915c26f658b9a5ee4583b732133ee45a04cded01..da13293a8e97f663a6d57e455ad0b87bab51b53c 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -878,19 +878,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -957,17 +957,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1036,7 +1036,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1045,7 +1045,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index 03475f0813625d01ed328578b3218d2dc3f35b89..2e6b9353e2a1137a028a477ddd845a20c014065f 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,13 +1158,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index 8ff2ceeabe7ebe93afe7d86b663227f784453dee..38948544e9bd475dd6f953d19276fee95ac363ae 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 06bd8116a2778b85e94b49248a3e0a537c0257b2..86d5c62d65c546c2f9dcd9230fca5e7441e253e9 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 252.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index 8d5fc3e4ce0c5a99b2fe4c033809a0169e7233bb..0f66cb9569cb36ab27fec638364b9406c123899e 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -925,8 +925,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index 29afa4f455185bb02bdffd1ccf8e06af8ebab905..ea7726b4987ac9c89ee6750997960f6a0096a8bf 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,19 +1236,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 58bb93964d1f0919cdd243dd7bea3802a3e260fa..84e626b80a48fff5740b76dae71d11f9d4743a2e 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index d09000f3e21d3c3dde24236adf701ee2a1a12436..9aba7bc223f4ba6564b149ce3f6cd93f726fc323 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.50, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.25, + "grade": "dCR-BB-", + "score": 43.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.8, + "grade": "dCR-BB-", + "score": 44.05, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 69점으로 등급 하방 압력", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index cf9941ab2be47765ae96edfbe07084781f80ab2c..e61d0cc23d4d11d6c299e06fc51e8f9bb0b3e48e 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index ad4da9e724ed721001a873993ac77b6f285ba275..15698b9465c4ef32c2cb8c3739f3726ae4418b17 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index c0fea84d446e94cd2c286329e01c139f5f0e887b..d88d64af19f91d90cf8aeb1999a985a29f05fc12 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:efdf3fa97d47", - "target": "201490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.646 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 390da3bafc6f9dd7b9907efbeea92ba96c2a11c8..2f87e4e12598318ad55c5e63281a8c5e4083f319 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 327.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 295.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-08-14", + "asOf": "2026-10-11", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-08-14", + "asOf": "2026-10-11", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-08-14", + "asOf": "2026-10-11", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,8 +1373,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-08-14", + "asOf": "2026-10-11", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index 70c01051518edcc26dab89cc2829797d3e832df9..b247ee069f322723692087d88d3543cba1b38c15 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 2fe6a575217ed081edd4666ec2bcecec9cf7ce76..d08161e14675ea914a48fe6eb0cd1ca5ced661db 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index 95c5653db71f8682e51b2ef4a2a2cf2a7e09654b..e4aae71427c70863bb95861eea0aff2829ce97ac 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index f02130d48ac5e78e088a0d0096b4ffa85bc4b192..544d65db9ede7979e020ee7243b3a36895060645 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index f03a1383358ccaf2a5a559c17e97b90fc8b8f350..9a5a719e4baaec9ecebca96eb4b6650920971aa7 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,28 +1106,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 61768f96d8d892cf26c28e0d9cb7f920c577f10e..831190c63c14c2ece78ae0dbb126fe07e713111b 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 24.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 14.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,12 +1418,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ea7c8415b32f", + "target": "204270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.74 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 3998978b8375a66d12fe43c06ad6e72912c016e6..7afb6ff202d270a7addd55d772c2999511376c55 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,15 +1647,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 4ef277dc4939d2c52e70b745f7b627342c47eaa7..60f7176eab4c7da3dc366452708781dd5a2cff42 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:379e62598afb", - "target": "204610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index eecb1647879b6acb1143da6bfeb404109420550c..9be643565835dcf2c542ab241830652183474171 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index 5deed2d3071086da21c3cf7355476b66554559d3..b44145647353f170cce6019c92f90c324562118a 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,28 +1199,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index f18f689731ff8ff9322d521375dd3ee1c790b3ae..c7dff61f4f5fc7e7e688c9f28c3d8e25f0c4a84c 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,7 +1391,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1413,7 +1413,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1431,15 +1431,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 776aacf4f9470703ea981cd6598f202e9de3ee56..069a7a91546b12f5e08349637f03ba819677d97e 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-07", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index 88847aadb61221ac32c9f3ab2f86f1d854f7c6b0..7ec1a6d9013093556a9140436c7586f37d90bccd 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index feb997f7d84cacedfd21dd8ecfcec453ca947bb4..d971d2a62336893d25c69304c26269f56e319708 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 94a3a7add96d630212d12344121185ad5fb8efda..bd2223539e81d3528b918a19421abe8c301ebb6d 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index c78e6816adcfdc2b4fbdc09efdec08c240eea398..c6f3f47fa7d44817d900425d3b07052e262ca2a5 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index dfb8a679e84623609a9b44468c6979a400f73714..b7c23e9091465d56be5a7e5ed5af2944127d4a31 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index dc44eb305a588d08d58497b15752c547e8a8467d..7e44ef16e0b77ebc2647f6e476300dfa40a363f8 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index 8f5532cc55d4432b1aff6a6710045c14213b0a35..273892599865bace4a10c0e8fa9fe5fdc3a73581 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 00687e9e0f07ca9bf45e1ea59dbf64f75baff171..b6959fb4e58d55fc37b889c1020a459fd9031b59 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6fe11fb298f2", - "target": "207940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index cfa579aedb8587ad24ea7dc1a7b8fcd4f6062e79..4fe5cf6bacd8a64961fc7c9d403f08609cb59cfd 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1cd558756ba1", + "target": "208140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.768 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 3b5389a1780dcae261976a458408ceeb088495f4..e4a2280795f5c8ccd989669b36da24912b75f364 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,28 +1170,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index c64000905a1781b7087dbef62ec2a86cdb075482..c48b951920ccd8dac668c2e47dfb2df150f4b021 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index e46cd038a3a589f4ff34e3c33220ca1f93c0a49c..47b895117bf7c89ac263dbe72ceeab7d70895cba 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index be721bc7371c08b52329ebd9f349449a874d76ca..2d47cc91d738f95d152e132c97cf9b579fb79478 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 5283f60ed303863ecb997a17e2ef7d1752b8251f..37f1f5975a276bc9a1db0c604d58bd2f93c3dcb2 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index 55885c4f39b66fa98dc1c2a355108487bbb0de75..bb8debbbd3d0dd7a16907f73046790b49b7732c2 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 9bee7def2f1941fa0933d3ef8f70dabe7a0509a0..8b1f3ccdbf4fb78116e066aeb558ddc3c022683d 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 2e1d07231b4568fbe097458d578516562f305913..82fe3f7d360ad7482747d9016c744ed2235962d2 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -850,8 +850,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -881,10 +881,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -894,7 +894,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -903,7 +903,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index 474196af8d38f65ebd94ba16518bf1e400c78d00..c13e73fe849c07c92df523fb4f005e7afc7eebfa 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index a0fe3865da5061e10e3c6d9d65c4e7c70b5b76c9..8fb2776b51251ec33b5f0436591d3c5483dc86e7 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index d3eafa04a2e481ea5402a71f6290596638f83458..0ec8013c083a68c6e6a093b9a5d05bd3707e7eee 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index 2bce947622dd51dd607e10d5478aa208d4db830d..a359a1b2944ec9f6e2ab47196be6ec800a0088ce 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index 50c600bf6e9744797525acb4e18c0c1d7c34c4f2..2e17d38697db4df4b146658705deba043e40780a 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,10 +407,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index ea1755d83fa9cef56d12be2ad3a1b220c18d03c7..31a0c8abc1b3a02a5e3eb74165fac59621bdd813 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.26, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.94, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,11 +661,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 2.46, + "value": 5.65, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 0.61, + "contribution": 1.41, "sourceRef": "axes.채무상환능력" }, { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -773,14 +773,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/212560/axes/채무상환능력", "status": "derived", - "detail": "위험점수 2.46, 가중치 25%" + "detail": "위험점수 5.65, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/212560/axes/자본구조", "status": "derived", - "detail": "위험점수 3.39, 가중치 20%" + "detail": "위험점수 7.09, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.26, + "grade": "dCR-A+", + "score": 10.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.1, + "score": 11.7, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -865,51 +860,51 @@ "gradeHistory": [ { "period": "2026", - "score": 8.04, + "score": 9.25, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2025", - "score": 9.53, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 11.73, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 6.84, - "grade": "AA", - "pdEstimate": 0.02 + "score": 9.48, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2023", - "score": 4.76, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 8.2, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2022", - "score": 6.64, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.84, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2021", - "score": 9.26, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 16.04, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2020", - "score": 19.91, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 28.79, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 46.68, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.17, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -920,7 +915,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1223,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,28 +1236,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index f2ac38f1a72f3301fd9a0eff8c11283adf4b07b3..12cf177febfabf3945d5c1971604670b21088b27 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,19 +769,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -808,7 +808,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 2b6b35e6386d5fe82978419cc27b9e1eefc62206..d35d5538ca1952eed6f0b9ab462bfef184188977 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index e5e0290cdff2677b608f9d5676dc6b205763c2b3..050afeb67f506c8f3fd2fe28c18ffee8cea16dbf 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index a6bc4cf6f5cc2a74eb2d42394cc9ed57cf39c102..c56e3b143305fb76a74bf79cc718e7041859f90a 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index 15576434d3acc26c8a0a24a0a97f2e7d9628f4ca..ae714168d9f10b98f12244d4665021e0e6bb9455 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index c96c8312068ebb23c5912a4fe79779bde121db00..17acf4301ae8e755459509084a9339f575f003b6 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,12 +1350,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:14b4d75f5b2f", + "target": "214260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.382 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 2dc917dccd7f62c90371ffadd27ea1debeaee668..f579e8f51b298b885bb3327eb89d87b1c3b4c916 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index 3f4394fe6a316c7fb2c1a273df8efa7fde787ebc..317feb8d86988b0248bf359d2690d66415d86e5e 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,28 +1084,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 015a105e472608739bf9e94906b485e80771a114..9cfe3e866180a7ceb08d07cc7aa852ff553b6f0d 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 7db12ea60066b5d759888eb00357462a55ac8091..31415855c41ce584a5fd60571ec274ae0c0a22a6 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 937239ce48223c39c68df3e7e7e67806c400a82f..7a3f621006b0772cf49912a386416c5d0684ca71 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index 32cce9d9fe441bc3bd9a36f7e736f21538b5e99f..796e1c55d62db4b2f5530b90048a47cb99690277 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index a9d7a3a1716027e80aeacb51fed0cac618c376ee..730c6cee8bc65675a969d817cb12ddf18cc2f8f6 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 153ade7c7d3fdcfabd6bd416da05aeb40cd6da24..f092e15532dbf461c35ee8bcf30331be5fd5e2d9 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index fdd17b2ac9717049c16031a4d22a703a33406ab4..5e4f881c1a623a3636c85566f268056e033ea78b 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4b95149d4fb2", - "target": "214450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 0fa291fe85061c6e81d272299c2e8bb0a5555619..570efe570cf153efecf427c204f249e6eda427ba 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index 40bce5209685e99ba3cbb7fb36e8f40ea04d84fd..7219c6b3045a78677019a4258b2d1c8c24502839 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index a1908b08222558c40c819ac025c4108fca6f752d..2b3515844113f3441b3310d7104861b185c8b12a 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,28 +1152,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 1e582b646677f3d294c16d66bd0097730d409ead..3be908de89226ee0e04e1f1ad34ad68d097e4dcf 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 65fcb51a8bc3920b679bb5b17c7219d25628cb0f..47377613b907d4994c3a2b751649794cc7b4cc15 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 18998edc4c95291185a4e403a92ca4621146d076..4b54658408c744f0c6e16d631f12c530f4981861 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 9.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 9.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c0d83a5de6d5", - "target": "215100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.331 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 64c72c22a9d98a860abc2ebf951887f6296855ea..6b9e678b114c2db89991e6e786fdb27d6b063d36 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index f283f612e1bcd06468695c24fbae1fd039b836a5..8907eb075ad5fdb8d6a84197e6bf1c2d180bc5c9 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index 79383dddfbccfce60b0ed41f69cced9e991a175e..27703a6ac5aa53dba567ed8a9b07540b0724d8dd 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index 50b87ac4ce379edd494222ad0dc6f1b16512c43d..9d5a069f1d82d2c5155903f86339f4edde6f7c6d 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,88 +1511,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b22af50b4b9", - "target": "215480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.83 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 538db81d2c5f787630d99b1ac1013abc3b9f15f1..0308cb74da064b2e7af52734ed52ec573439b8e2 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index e4f00188b5a4ef603e1927c158399dfe3a8f42c0..e0e5c3f7d35b80b6e3b763963f6527b56b4a1f25 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-07", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index 97c8282a20be3b2dd1aca55cdd2d98cb34ef1838..814e07fcde1ab17d58f685ea75c67d137745a2c9 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1649f1b70571", + "target": "216050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.552 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index b6fc112d39805145edc8cab2ebfe2799ccd1cdbf..e355a2b24e07983ee7c769629050d4fc70695d44 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index 7cae4c1c08cf471053d88243ff4a664a6b3ee2b4..d14742c95009953a92ab280b93bed8f3a50c9148 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index 5a1286e792a2d28c8be1137f4ee5e9da807732d2..8eca97c95b2107f7c5534921b9826207f71e8dd7 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 04234e7153b37e9c75c2aad8cfb9271e6367ccd3..3b4933ed4eaca213d7c05ebfed37309debd99ebf 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index 2c82b51d3e34621bf7102b2c93401132619e62ba..7c82497e2f8b7884c90093d6d44ff2cd57006283 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -963,15 +963,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1115,13 +1115,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,12 +1365,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c25c6ec20412", + "target": "217330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 722133fbd4db4ddc5acf6650bbc8bff2103e25bd..b0e8f0133aa02458ba703c5c78982dc9c6bc7c94 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index e3f15c9820db5cec9877eec5442e133940f6b93f..7157daf20889ce8da4c9b8f5178c3947cfe64b24 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,19 +1165,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44411437e5a5", - "target": "217500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index cf69bcd8c638c0167709c041dadcb680d4a5bb2b..dc1b172971a58a1bd72bda123ffc010636dc65c1 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 6060668de5aa2959137283f58c6383369044f581..4fe80776fbd1cda4238ec425dc49132021df6584 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index 3d4a4a1a51da58d0283db38cc94e7c87d67c36fc..de035d421a24f29e6edd8c65e3d1193a8ab9ad58 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 55b7acf62221d74fcb80ab88393ad9d2a303b115..68b7f5ac06b466545b8e25905cedd81a639c32fc 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 4ebf78d6bf756fd4be1abfaae2be708b26336aeb..5eb732778e04cdeca92b7b8dc1e755043d3d17c3 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index b62898e865d885290831c861dbd27329be119b79..f21611a0638d2017a9c983d6d4e9013cdcabb606 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -385,7 +385,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 325315f926fbd405ac1a8a922d82a39e80a8b311..6dc47a1f1f5bfdd3d13444ed271ddeba9eefd45b 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.61, + "score": 31.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.17, + "grade": "dCR-BB+", + "score": 32.42, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,6 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 67484dafa2a1a88481d13e431df6f5485fba2d73..aa5f82e59fb0cf42c052e323c70332200b07af6b 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index b77be6dca2ee4fd0558fd7feb80eff0445f32845..0943f8830a433fd8d07261be89f00763abd61115 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index 22cb1b86e0e9f09c7a2b66d18ce9332df66aa6c1..789cf1941788ef565966956cd08eae71bf1678e4 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index bceee31639da096e053f0c91a9fac35962d31ca3..6f43a1e3bc3d0ea2e0db87ff949fc77acf1f446b 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 9c005d3c0401ff279389f1d785159a5af3c0fb7f..9ca908198dcb2bf9da49240bce2a6bce1a3d81a4 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1105,13 +1105,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 591fbe44844e30a1b347dd643ad76626706b8d22..2c56f1fbf2663d459d78cce9c6b082e55982d02d 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,28 +1185,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index fe12e5b460835ecf3730ff813523522185a0c86d..403d412600b3c0bbb31b29ce92d608da248d8d4a 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index 430560e38777a0d16fd1b9bc305af9e5c719c4e9..5ff16399a14e87fe0dd3dfa8ad89609b1e9af82b 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 23.83, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 23.83, + "score": 26.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 24.92, + "grade": "dCR-BBB", + "score": 27.48, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -940,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1067,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1099,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1226,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1249,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index eeea7461298b8aebf58127d7252838d469759fe2..9e97e4b356d8f0550df4b9f0e0f5061727bc3be4 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 6a1937e43a78ff9b6472c08973764779b17620e9..4faa8a007e07f36e270f5d63041f65b4f6faf230 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index d985c51d380bb03af4d49f8ec48a353fae6cb7aa..779b2d48c7406b2f396e8accb86ba08cf04e68a0 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 89c7dd2e772c489efa4fb7baef0ca09bd1051711..8fedf0a25899a61f193df4fcc3e0fc16c540abd4 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index e5f5fb7dc304c608466698abd502107bd9640dad..d570d4bed53dbc260406d9efb8e12258ad254c44 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 4d8cc73b7f1d120a9577c389bf7a985a24edce01..20fe8f8c9cda0d6ca00658a7380ebc8e136a5026 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index f78b5c8ddd5ebe69a7c9d6b3128b09f6b2f91e38..d300e6067589b5a33c32da559a047c7f952c71bd 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 06f67aec60fb9c064783268808c683ba043e9b4d..719a212d46a33e8cbfb388fba576fae19c469350 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.02, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.02, + "grade": "dCR-BB+", + "score": 32.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.67, + "grade": "dCR-BB+", + "score": 32.92, "assumptions": { "scenarioStress": "moderate" } @@ -918,10 +918,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1083,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1223,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index c4c5f0d99a2b90371f00e063661a825692f7cdfc..79fa97da5f3c3b01ac43d688399ace50857e515c 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 71c4a3d4f799c2d820b66ff5fe99f83746300d39..41fb8eec798885b3d3c9dfd767193aad5e4f83e9 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,28 +1199,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index b3cb07da873919e769f6dbc503d623d950a49ac3..f3459bd092ee5858ab04d68502c8f8b1111bab04 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.07, + "score": 46.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 44.5, + "grade": "dCR-B+", + "score": 48.23, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 4bfe648fc8d6cffc1c764865b315e079f1c5c0b6..7960ed4fee0796b5e494de3994dc9e58b9712814 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 5ab479376f25e049de8344712b49562070fa2d13..4917f119a3f115cd7e9465fc687ed6e047c55ed3 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.31%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 6eb66c8c49f191e02d28c16152677ba98d1bc55f..76dee8b53c889b1a6f0007448896bec396d639ca 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 43.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 57.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index 9ce015c311ef662abe9985184280c918f2a3d75a..a2dc91b7743adac7a9c11329233c3ce765dbebbb 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 8878b5071f0484fbae2447e7c36da3931409860a..2883cd142f91de318c423e1b246f24b12689e688 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 24.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index ffdb69dd0731ef775e1d2d0ac7fc676a79bc9933..8d7e65b81a9ae5cc021fabc44306e20d97b356a3 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index 66c5a747df1cb59bf27de63b17ff2226e8f61add..a662dd67112b6db4b24e5791125f4d5462a94289 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 5a8cb3863042480b7f47971793bddc47aad3f293..23cd5e3edc241f42fe42a5b4166aa389acddf04f 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index 59b945f31defcc73fd52044718889d93239478e8..22da2f3d030bd270f4441bc38c5a06ff45890965 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 330475e647ba3e1e7975c65f4f1a4cee4f298749..f15c2c589c0e1e1f6c166f1dcfa3872b75099655 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 90b5eb1c0b48b9dd5aa62e045e82cf863e73e464..9c6b351be35d821ff6d798d698bee3297fc982ce 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/226320/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.51, 가중치 30%" + "detail": "위험점수 0.51, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/226320/axes/자본구조", "status": "derived", - "detail": "위험점수 1.19, 가중치 15%" + "detail": "위험점수 1.13, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -824,7 +824,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.18, + "score": 4.12, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.29, + "score": 0.2, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.52, + "score": 0.48, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 1.92, + "score": 1.88, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 7.49, + "score": 7.45, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2022", - "score": 9.01, + "score": 8.97, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 16.51, + "score": 16.45, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 13.98, + "score": 13.92, "grade": "A", "pdEstimate": 0.06 }, { "period": "2019", - "score": 4.88, + "score": 4.77, "grade": "AA+", "pdEstimate": 0.01 } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index 7d01abac2d84cb98646327940b5c3e3f0d067446..f5696fb1f023e9b59829426296b1a8391fd0f05d 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 20e6fde6cf7b79a955f901e6de2f8cca456e696e..6f111dc346564f625ad3a64cd486f0f1040eaaf8 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 65.04, + "value": 99.06, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,7 +561,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 65.04, + "value": 99.06, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.63, + "score": 36.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.12, + "score": 36.91, "assumptions": { "scenarioStress": "moderate" } @@ -832,9 +832,9 @@ "gradeHistory": [ { "period": "2026", - "score": 13.62, - "grade": "A", - "pdEstimate": 0.06 + "score": 23.47, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,28 +1251,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,7 +1585,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1607,7 +1607,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1625,15 +1625,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index aa7e78c9d33e99d0218fff5f66940ab46a31af2b..aae09d9aabc1d0ba5ff45999131f4d1bb41b4425 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,28 +1179,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index 8cceda0e1a5ff3a15972c0f4e9ea42fa7c669acd..d80862516a7c90796f0fafbc7c28c89ad85e5789 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index 68cf4f6a057874e66648653faf15c90bfb539b2a..d8ced5bd6660898393d8bc0fc61013d582d9fccf 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,28 +1216,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 266f4097785d05e5e0bdcc73a9c111bf9a214348..1ad0167035eb46d459d3ccdf706fac3be49ef86c 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index a5b6d8e61b46be6527398d4e7b315f8321c78439..d925d07b81c4bb3713925eca6d5e93e70287bd86 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index b75ea8f795f0414d4c9f1126491ad8db9cf8f650..8a8c55f2e41cbb67d6fe245f90818515a50c4a3a 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 6afe515ffcc02ff2e6e6d32aa26af699a88fa7bb..299e90874d93aa2729bc2a102067d825b304927e 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index 3efcfca1d6f3d8e6dd67f6931b670d9e817ebaec..fc2338449151041e3dc9bb70bf31bce99ac52429 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:681b8189e5eb", + "target": "227840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.797 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index 6eb8e591c867d294e72d3a287acb0286d24b58b4..61b717cc0325e7d9bbdd396b32a3d022c112182a 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,19 +1249,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index 4154e416f6ef2dc3b154b06cdd40b8d55f93bb73..e13a1030ef26c6e9e3b3bb26124bd020451e6df5 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 0e05a6d2aa81291490e93ab5234b7edd2394af6d..16dca34ad047fe0fb97b2498e8135f6a2fc3503c 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index 3ddb089da43b0e3577d48cb1ce1bb50d37dbf123..ff7392b0d1d6b146ff347eeef4bb55fb26d11a80 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -912,8 +912,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,10 +965,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index 9ac9a324e70e0c37579e03d2749a9da5d917c8f9..c9336da4b9554555c0bf08afce866a2248da47c7 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 0931aba016215f841cdc9051183088007820a813..10d071e740f3d15cab071a5afe60385cba291287 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 3200c288a8dce10046731a87c39c2baae9f0d6d6..efccbcdbb92478374191898406cecdd2dd23a928 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index 36ab743f4e825dd36339ff74d207f3613d09b571..ff43fcf9c763bb7671dc7590d310aab3231fd6ba 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index be7ddfb3deffaadbe68ed12190556c5f2b9905d5..175c919fa9aafe262a3a6f7e3ddc07b883f8cfa8 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 13.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 864a8e52346d52ae84bf783ae0f66c05d419005d..feecbacde72350fbade5edf6cb515e1831b99dff 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index 030f564812b734ab0a713569361b48be33213f2b..d21eb93c74361e30174a9ad1dd3e743f9b39ec4a 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index 65ff8e6642f606d0ccb9dc9b4712776db8009668..26cb55dafb3fe168f324cbdc67c326a1bd21c3c6 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 2f31f1f0e2261ffffbf5196d189266419addf6f9..31869d3e47d1224396545f6007f8cc2b877ec366 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index a51ef379f7c4288ae7b01b07ba1308e11558e3fa..1a5f7eecdefc09deae921537669b0e4d2630f147 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -305,18 +305,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.40, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 40.25, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -347,11 +347,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 51.39, + "value": 51.92, "unit": "riskScore", "direction": "negative", "weight": 20, - "contribution": 10.28, + "contribution": 10.38, "sourceRef": "axes.자본구조" }, { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,12 +406,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -456,7 +456,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/232830/axes/자본구조", "status": "derived", - "detail": "위험점수 51.39, 가중치 20%" + "detail": "위험점수 51.92, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -500,14 +500,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.4, + "score": 40.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.47, + "score": 41.56, "assumptions": { "scenarioStress": "moderate" } @@ -535,21 +535,21 @@ "gradeHistory": [ { "period": "2026", - "score": 60.9, + "score": 59.06, "grade": "B", "pdEstimate": 7.0 }, { "period": "2025", - "score": 62.88, + "score": 63.09, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2024", - "score": 6.01, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.0, + "grade": "AA+", + "pdEstimate": 0.01 } ], "coverage": { @@ -563,7 +563,7 @@ "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "자본구조 축이 51점으로 등급 하방 압력", + "자본구조 축이 52점으로 등급 하방 압력", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -579,14 +579,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -706,10 +706,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -725,7 +725,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -738,8 +738,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -778,7 +778,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -865,10 +865,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 9ba4dc148abe946b4d033f39507c583f0804b390..541d62ffc4ff19dbc2c4cff719c11407c6e83f82 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index 9b0f7c69dbde37ae1da2dd8fd285df02bab8c446..0e34d0f7a641411896939cfe95c5c00d7061a777 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -753,19 +753,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 176bc4b4bef14723ca7cf84025da070404ef9e2f..eb25b1e6735faf2c2f5518fd29c5201134fe5b26 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 9d62243050e7d2b0536b8ef31d9a635f4079034f..03a8fa74d02d4ba1298c33731289bb82d95a5333 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 87ee645274c53a8571852d61cc9ffb2fea34e862..15109d6ee54c0cbf2e289783adae337f96f01c74 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 451a2f407630e4b7951964f45d8b79468b119263..2d94c8642ceefc889679610cd32277732453c048 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index cb5117931f98070a684cbe99190bd413ad6eba3f..484cbd84be595ef81da526d4e8bb9d79e3a1f006 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index cda8b8cd6eb197ce6f97db1a666c17c2dbc9873f..6f00b31e06ed178139cf8e23e710e8ec03737cc9 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index f5b79b1f557ba484bd5f876a885f68d2b3da5630..531e79f78708f0f09e94691a560acd6d9bd33d5b 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -817,7 +817,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 0c323e268aade75d85f6ff7c09f9023296bd1eaf..1f85bce8514393bd851473e53aac2a304be4e6de 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index 0332f420e240d2d9697354bfdaa4cd5f0cfa8474..ea9c50259cd4b81754f38348292918cbfdd1f075 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index dca48085c1146c7787e7c2c7c3832a349284a63c..7db7cd68f5803e9fd37a2cafdf3d8d6fc391ea10 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 7ec56774f5c6dd5c64e6cf448a676c28b3b356ba..8f6504aced0df3704f97cc40dbbc73e79c6caa74 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 171.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 162.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 3abe307a7cdecf0a8c191ae6bb18e8317f672dfa..13744f1f18284ef8e0c3ed6757011cef96807a13 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index fb303d29d1c8a4f6c7b7c400a7edd5cfb2546caf..7a0a5d5838ef4e2959fdb1a7e6fb34d59f494eee 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index ce2ea6cdf5c5f4512d5940d5da167b2735b46063..b602118840731c1ffde7b374a3ee7fa3af93ae3f 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index df84271c143a79967b0027a68497aacd7ce5eb7e..838b27e7c9a939fa7d7c5ab344b8e7930f18c046 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index bbf4c84a6608658ac824e13a9b6e6238e2119408..2a945f20df837d128564442511e5dc2ff8f755cd 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 9d1dce2d284cad65c5874057ebbc965e78114cbc..9e67b3782038dab8b244cf0af9871c2e2ae3b48c 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index dd49eb136eab89e19cd99e977bd6790284a24fa5..cf15a40d08f73ecf8191aea583c750bf6553be5d 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index c88e62fddef4587f7cc35db0c8ced3ae2c013689..f42b8e667959858aad779b7e0530690ddd58556c 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 3efaeccf92893367aab65f76f511e55a56fbe6d9..7296a58b749dd80723689c80fa55848e1cc6aabe 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 698e445dbdd6fc6df86c880d590e0fc6a0915edd..3e717d67e82c2bd2d4957284b19f3a9c7cb372e2 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 7a3bf4c6490e34117ec8ae46e3b34337070063fc..17f7c9cde0d63aecf49d7a9fb7d7f92b8a08dde8 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -605,7 +605,7 @@ "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 30, + "weight": 25, "contribution": 0.0, "sourceRef": "axes.채무상환능력" }, @@ -647,14 +647,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/239890/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.00, 가중치 30%" + "detail": "위험점수 0.00, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/239890/axes/자본구조", "status": "derived", - "detail": "위험점수 3.56, 가중치 15%" + "detail": "위험점수 3.19, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -729,37 +729,37 @@ "gradeHistory": [ { "period": "2026", - "score": 0.94, + "score": 0.62, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.71, + "score": 0.46, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 12.9, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.78, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2023", - "score": 16.07, + "score": 17.39, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 24.37, + "score": 25.06, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 23.17, + "score": 24.74, "grade": "BBB", "pdEstimate": 0.25 } @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index e8e5818c8875e2d9625f62979b6c00c74f158bff..2733b8cb0e8b9827923a39045e5b3a83e969d7a1 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index 8de9db5213cb18aaf8d129ab38a451ff8f506447..67ce98aea6068c2ffcf235829009cde7a6f7357f 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 24.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1110,19 +1110,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 5952aaf4b862c23f86496f1fd4be4e3c44d5abad..32bb1c9af392ab8c29d140d1f60a4935870abdf3 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1594,15 +1594,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index 1682893c4ba97f2f9c2534a07c2924e0148d452a..e34e6bafc2cf840454fb3c300acc7e21f62ff975 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -728,19 +728,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -761,8 +761,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -807,17 +807,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -827,7 +827,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -880,13 +880,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -895,7 +895,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index 2e138a2f3cf4c55fc5c04909ec798085191f26df..50443dc313665b47871cdd870bbfa3078d861c92 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index f1eec6dbbae811b26dacb9b8590e86f8ae3f6ffc..7a4a58b50fc85ddeb9388127e54a30803522e0af 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 3bc8dfd5839d785e917c2d399b683b7828d89cfa..4307fdef6e006f502b935adc4132a914ab70cf76 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d1efd39b8b6d", - "target": "241690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index cd5cdcb11b1e3db46f7af497ef13343e7b195948..905b44c614fb2a865ea7492105308715675fd3e4 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:76c7b12f4671", - "target": "241710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index 874de0bea2cb6e742481cc209e240c66781f32d1..4943399b2b27e6c77837dc569320dc95d8444dc4 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,19 +1260,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index efa098468f89e28496b43116aa16a9a48ec696f2..db35f5a919bd016a17e27684742479167019ed87 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index d689f62b49ecfd5630b4b9e57f41bfb17ced7d7d..0d4e06f11b7e5bd714130ade36e39fb84b92505e 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-10-17", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-10-17", "period": "2024", "status": "derived", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-10-17", "period": "2024", "status": "observed", @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 0decc95b7b5fd14b6d592339909cb3e9b8d68034..67ee6cfb8acfa5f69070e4966b7b5cbc12260608 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 52489d6dd5b025ea871f1b7630c1bd5fe6dc833b..75541ec31ac9e5e8063191af37fc3bfcaec45baa 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index b8f8bf0b45b1c019d69f36b22224fcf03a630d22..277e650ed26bbf153b525ab907601ad2ffeb7d8e 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 6e6e43bd8a782db67c11590615f535a9482068dd..4a4e31e9cbf89ce82d4c843d8f29ab4f15fc3b7d 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,15 +1494,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index f04ae5a4d1ba1529c2fd941a896f96f2d93a6d1d..761c1053f47e74b4a3847e6a28523819775ec535 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 11b573ca1645d71de1959d0afb8b7e5a9ec67f18..5047adbde5534dc6d7dec14f37e8ca7fa48152de 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -884,7 +884,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1349,7 +1349,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1367,15 +1367,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index d5f5e0bc478f7a4852ed9171de270937f8cde0a8..75161b504bf4140f2c06d593987eaaa285050d79 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 37b26468c7aee3117c29b932f987acfe1510d945..433b7f6f269b108851084b61dc4fea2e9fc982ae 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index e9516367d185108da484c8d8a106df593978bdf6..0670aa0de7729538181daf76f37ef82de5d52375 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -742,19 +742,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -775,8 +775,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,17 +821,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -894,13 +894,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -909,7 +909,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 22503e200515f6a89c05795728a01a92c93ef721..699402850308807e4e66a2ced28688a703dba401 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index 2e9fabfcb0d50116d60a6e6525cb2ea5fa55c8e2..aee28fa5728b4c5410503e3312afaf5fba313f8c 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1186,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index a546fbed5f28a44a99f97ca16c3bc392f8fe9a71..0b6d82097fea669168dd25ef68f59d604dcaf95a 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,28 +1185,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 90557f6620f080e0333e98f266eda7b048fa3213..8b0269e9e2cf4a94567f4cd04177569b9369d137 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,51 +831,51 @@ "gradeHistory": [ { "period": "2026", - "score": 43.28, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 37.15, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 46.1, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 54.43, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2024", - "score": 48.24, + "score": 48.27, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 50.73, - "grade": "B+", - "pdEstimate": 4.0 + "score": 59.15, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 35.87, + "score": 36.35, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2021", - "score": 30.31, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 34.24, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2020", - "score": 7.89, - "grade": "AA", - "pdEstimate": 0.02 + "score": 11.74, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2019", - "score": 17.35, - "grade": "A-", - "pdEstimate": 0.08 + "score": 26.15, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,28 +1256,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index 96f1a6935b28add1d867d177abe46c83b924f532..fe9024d7b126788efa9b33af955b281f8b92db2e 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index c195d6ba50b93668c9311d11a6f67490b050af1d..1d9e9f7d38cfcc12a94c7032844ec3d13601c49d 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index de5d30e3ff55a47dcc1a39919a3ff4e6b85726ff..3a8a7c20735f0d127ccbcfe28733cd591f25ac60 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 020a86e0eb7ee61294cd01786a8e5c331f2aef4a..08c4eb60b4d7fc5dfe54e5c291c57318cb851c64 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.75, + "score": 22.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.34, + "score": 24.14, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index b4d0a61063f60a63f55194978d721f71e1b0ff60..514602f6e5fa76d35f4841bde415ab4182cfae7c 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index 8df006892bda771e6acd1461d85da5d4374403af..fa3b0cd0a7361167a1d60a4f271afa7dc4687bf2 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,17 +1005,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1082,7 +1082,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1091,7 +1091,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index df2e0fd0184c70a19ed484d14d6b487f8ece484b..6b0da79c0f610ecf77bfdba80ac0b508246a3b5e 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,28 +1187,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index d8401805b8cb95a3d60dacc13ec511b5164fcacb..b45edecf2b571a61f4be21502f6b5f8e8f56885b 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1363,12 +1363,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c5171b64347d", + "target": "250930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.326 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 46e557c5fc1c1c0a40f1d215b7b5359f8167ea18..0697bb560d0aa1898dbb313232bf8f658d550695 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index bab19fe1d855844c9b7999affdb3b4b9371bc057..4791e171fafba3ced74a8ee7c6ad12ed77dd7679 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1113,7 +1113,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1122,7 +1122,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,12 +1372,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1ea683421ba0", + "target": "251270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.401 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index 238782ef6bf8d051598ac6700d4f823ab513579a..8c9dec12e5a3bf10b730fdc638248a0b5081858c 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index a89d8eab674a3c6ff10c52a05395db5d038c7c07..d04e0c763b1cf56b1430a28e826b05d76317888b 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:debd9ef9b083", - "target": "251630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-05", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-05", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index 1aaa2cb63e22c8599779d38e0f4bdc963a442e0a..a4325b98b46cc3911c9bac11feccb91bb1acf6ad 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index 1e17177263e817c39a6c00fc59c0f81b8d3ad21b..d2cd7075fc0eb64ab3953ff6bd32569b04578803 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,28 +1219,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index aca57c83070345215d2ffa54f0739b71761bdd3b..e2ba89779663765fb740589989fb5529fb13d40c 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -572,18 +572,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,15 +767,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.78, + "grade": "dCR-A", + "score": 13.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.79, + "grade": "dCR-A", + "score": 14.45, "assumptions": { "scenarioStress": "moderate" } @@ -840,7 +840,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index ef4d359eb8c4f6750c0765e2cc855e1e70f8e8a8..04758fe7b17bbb316b0e0238a383d77f61bb88c9 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 8c782d46fa6ecbcd2f7a7a0b76f6b1a7ae5f0595..4fe9f8ba44661307adaaafdebb001885f522614a 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,19 +1253,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index 59a865f6c80633cb1d406e6474d86cd0fccf33a4..6ca0a48ae4d7aeb9c5dcc8d5bbbd74670981e3f7 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index e418a0b3c6680e393cb151dcf9654c43fccd785a..48cc31a8bbd0150421dd0d393307ea7f5ffd632c 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index a94a1c288c4a5dd64e7d788f16a88a69811ab491..c08472c11e5e26f1dacdda4dad461fc791f8aa04 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 8b5e2b14f022730183949b1a01defd5cfccaa004..671e9a173c03292307ebcef1300f0e008bb31330 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index 9e0321a44169606b438269669d643ccfa838c949..97b56ed32d7a0d3d3e10f6c29ac0fcbb52122298 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 5dddf17b12bbd93f6b36499727237c3b2e6e070b..1b318bb72220fd987007766cf6465e98adda4ab6 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index f3893e1053f970bdca9669908dda278b60e9511f..65f9e6f75f94b5369eae9f6632a05806911898a4 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,12 +692,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,45 +827,45 @@ "gradeHistory": [ { "period": "2026", - "score": 2.4, + "score": 1.65, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 26.13, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 31.27, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 33.22, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 41.3, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 38.13, + "score": 41.07, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 31.24, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 32.54, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 6.59, - "grade": "AA", - "pdEstimate": 0.02 + "score": 14.96, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2020", - "score": 2.68, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 4.61, + "grade": "AA+", + "pdEstimate": 0.01 } ], "coverage": { @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index dde51f9573f0a6e4b6d46e1e0a571fb9e015e4a2..cd91e2f67c03cae9962676bcb241cc6de7d3382a 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 1f1a93643281599faa83f22b8643069eac5193fc..f4f8157bc9cfbc82e7a65d8af7db7f8ed4c1976d 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 29.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 27.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index d1b5d844101f4aa2586586fbbce7dd7afd7f198c..0e9b0feea6189a131472da314fa37c70cfe3dff6 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index bb73d2f285e304778716ca8b44fa3069b9b4448c..f2fa1d10d998289f0b6494e6d6752bed991a6b95 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,7 +1399,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1421,7 +1421,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1439,8 +1439,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index 9d0c1a264e49e13b3a9633fd50fb47c66d36c109..acae7a906789c44605d1a244b2e348ee2093a8ac 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index b9bed7ef30c69d337ddb560df03462ce3aeffed3..c222b8d64745c803711c5d531b12439c93da73da 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index 28c523a3432b1eec913c7d4374005de30685edf5..a566cfb37fb83623f886cb166fdec28761aba76e 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1169,13 +1169,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 177d6e3827cfb7383009429c2f2d3b803047c53f..1be4a934ba1805c755174f857a4c52b18bd1426e 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index d530386318ce9ec3b06ee6a548b24b896e10fc93..64c93d6826856e7ec6a42406b95b0ce77b2da31f 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index e5afb5b74c4e6bcaf9b65987da077d906d24bbdd..e07ab1823e57ae9461c0f9b3e10c40a4a1851306 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index b6f80674ed3eb42f62fd82853bf18f90bee11eea..3bc7ccc2639989674bcc87e8033aafd468bcd656 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 122bca03fbf019d53867e741431d684b24a41e3e..040585ae73efad9afd71fd91e2c8364c30dcf500 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index 3e9d5539801cb73afbbaa04e7b3b30dedd23d776..46a0ff73806c7c80833a2917611e0bb23e735f59 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 8a0e6268e47dd99d2802955b2dbd711d9bd27dd9..0d25ff119b7bd747b7d7fda16e8193018e5a8d23 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index 764ff6dc7404c8d8f66607f1b2e1deca6b4cd861..40aaf3a3990582fad12e758f2df7781ee6dd156b 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 22.58, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 3.39, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/261520/axes/유동성", "status": "derived", "detail": "위험점수 22.58, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/261520/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index e8e81e59451426692913943d4252ce7382ba5ce5..0b44a9be94a2cb5022092706ebb3dca6874666ad 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -854,8 +854,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -885,10 +885,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 88c7d906025c99a06dd4aca5dafac379885685fc..6595b6fc405b07d4f3d9bffd22972867b0a815e3 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 26.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 29.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1405,88 +1405,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed9d1301df48", - "target": "262260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.24 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 30c1e1c7a7c35537a080af255e4a06b9896166ff..3068111c52f11422ccc2114c7e911c750fa8ff1d 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index 4ee32f0fec81ba96f5dfab40b3bb3f07190bea28..2db69146e7a90c04ac6b18eac1e4980a0b3e3073 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1181,13 +1181,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 506588a4e0ad555f9a4f36a3796396daff8174a2..4fce1bc5113ed6a94f76c5add5ee8650c83787c4 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index edf8f59805174204633eb3073edc4b4c196e0b2d..e985c6d246a14616cea2bca6d2bb9e2c7a424029 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 40.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 42.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,15 +806,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 40.54, + "grade": "dCR-BB", + "score": 42.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 41.15, + "grade": "dCR-BB", + "score": 43.4, "assumptions": { "scenarioStress": "moderate" } @@ -897,7 +897,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index 5689466e11d3de0d4821a0277b6cf76283c9c06b..3a45b684362adac1ae1cb2fd01f2dcff0014eb44 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index ad13eb789cc859a1fe77551ee110424ef5bd628d..1472c2cf40db1a3313f276381da997932c6d8017 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index 0ec9f154e04ae29ab3cd02a8aaad39db409db378..129f92580a1a503030fceaad920163fb92d50ee9 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.67, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,12 +712,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/263720/axes/자본구조", "status": "derived", - "detail": "위험점수 1.66, 가중치 20%" + "detail": "위험점수 1.37, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.79, + "score": 4.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.85, + "score": 4.71, "assumptions": { "scenarioStress": "moderate" } @@ -842,49 +842,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.86, + "score": 0.57, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.59, + "score": 0.41, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 1.27, + "score": 0.97, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.96, + "score": 0.79, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.82, + "score": 0.64, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.58, + "score": 0.35, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.47, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 1.19, + "score": 0.84, "grade": "AAA", "pdEstimate": 0.0 } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index 813d6578fb95b455788be130e0858f15d9c1e10c..24dd0c973a17aa75f29d5f30828a03d600a9f3db 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index 2a2a9f2e54a32a226cdd8ad02f8431c4275aa560..d3979d7b8df8f3ccebc4ebe47c46eae4a0253a67 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index a617235e49bdc03fcc186af4451cd8afff3cbbc1..ee13adcede1f84d1a3597672dbe05225f358ceff 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index d052961d87fe4082596c857f20751de6a298d80a..9c57fef24bc9b29bd3e68c1d8ae933ba15c2534b 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index 5f4aed0861962f2fcbd1b13d4ea56b9d01885c61..630af9516f2b203999a259020326b3be71b71c7f 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 14752b2d3b77be6b4da0e81581acbebbbc4a9066..2367a6908e061660e1e2b234f5f33bbbda163e3a 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 3f674d445e29c68ca2802f0189b5661d9e37356e..9db7c16c564560f281477238028ea1009c8ec308 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index 087554db6e0d6be9005f79668b5730c42bfa2c30..fee599b7447b4538ecbfcb6b52b2c134619c901f 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index e31e263b2ac476dbc8fc93b3d05effece5eae158..d57deeea314620e6c5dfcf006c0f2905c3e6d879 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1019,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,88 +1421,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:603bd33377f7", - "target": "264850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index e8e49fd2a2270b97e03b5a63fe497a684baf9f9a..6f467ab04dfb308966e08ece72b073615204c289 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index de09bc544de125d2398c00e790cbc67d1370b27d..44197421882eb9ada51bac856480a6199d511fda 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index 57c9031d73b0250856c705ad9a012e002733a32c..ea288ea974fdcc4925568affcef8414057cccfcd 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,88 +1585,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1cc1beff58b1", - "target": "265560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-05", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-05", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.721 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 3039dbc5ac268ea5d1cf49d0c7b635c06b293c40..f449fdb3b08c10d25bf98c48af394089eef9316d 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index 59c32d22bc18949edf0f442ccef568c668ed42ec..ca5f38b1c41e048a1232fde5eea0ddd3e818e94c 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index f71af48457d33a1d8c84676f7405dfe400558798..bf05725074100ba97a93a89f637be17de8ff43ac 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266690.json b/landing/lenses/266690.json index a85f0bad168ec04f7d086003079266825e0f9997..453244372a239d4e058c043b67c64b1d09e97986 100644 --- a/landing/lenses/266690.json +++ b/landing/lenses/266690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,28 +1165,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 3005dffdda031dab5033d4bead9bf031977cc369..c9f0a98793ba525950fe158ad7e22b3f7da96345 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index ad5d361ba5319767273d3b26c2af9cbabbc6071f..939f5824847026a2a79967410840148de96e12fd 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,19 +1262,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,88 +1541,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4c4d0fc43f0d", - "target": "267250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 48d3faf509a5245fa9db971e69f98783dae4e0fd..482159fc5e1269b4a13027cdda2786b241573e45 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.89, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.89, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.89, + "score": 9.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.4, + "score": 12.68, "assumptions": { "scenarioStress": "moderate" } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1655,88 +1655,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ee926aeffda2", - "target": "267260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index 6f3d56554988d074fdca5240e1ea89f6bf1f9386..cec87ab44c8116526d2787c76ee9df8ed2cf2c76 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index e1d7f814ac598c6384a95f79e8489710c9778b1f..b6ab4c72d9f94bd556c28c0604bc52119b6683a9 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1501,12 +1501,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4fc0485beef3", + "target": "267290", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 394eaea6050320b5a7a7cc40b3040f8aede999be..83224abddcac3de053d1b2be7fbaf0b3148704c2 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1413,12 +1413,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c685d8fc5231", + "target": "267320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 756e07ceff53dcfd25c9e23ee281c0731365ad02..8a10c4a5b68c87c660554adf50f7167c337a0261 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,7 +1455,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1477,7 +1477,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1495,8 +1495,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index 06a7723a978e9732877b07a60cc9eae9eaaa18f8..4d3e69b78c6c23b2c730dfbf937998b30e72c3d3 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.92, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.65, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -633,11 +633,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.42, + "value": 1.92, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.48, + "contribution": 0.38, "sourceRef": "axes.자본구조" }, { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -752,7 +752,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/267850/axes/자본구조", "status": "derived", - "detail": "위험점수 2.42, 가중치 20%" + "detail": "위험점수 1.92, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.92, + "score": 5.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.7, + "score": 6.4, "assumptions": { "scenarioStress": "moderate" } @@ -832,49 +832,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.99, + "score": 0.66, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 1.31, + "score": 0.81, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 2.11, + "score": 1.54, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 8.37, + "score": 8.07, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 0.66, + "score": 0.38, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 2.39, + "score": 2.04, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 3.43, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.81, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2019", - "score": 6.11, + "score": 5.24, "grade": "AA", "pdEstimate": 0.02 } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 62f8c67c2e89a37bd9baf39fb172174b0d90bacf..07c9ff1ae7bb269b7c6f51182b28bf4e0dc992a8 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1547,12 +1547,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2273add10d4f", + "target": "267980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.634 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index 599d6e469d1a8570a60a3968c82616dd0745649e..2f4a980dbccdcd0330e3bfefe91a87764f842150 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index eebf386e434f4b613877274f1e5c8f4757a17100..a3d367f1f81ebe03b3f67c2d257e8bc6f1493704 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 290c6637c7d88deea005a142933210ddc79e2e19..bdb63027998acc0d27585c83e972b98e0c101505 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 0a7cfb909f9186b752288dc56ecf96fb38122517..862241d313952339a15b7fee3c5dbd0c3533eb5d 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -990,15 +990,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d1e8c9b75a78", - "target": "270660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 70b2159c2de5535831263b83ae084336d99da558..658ebcf0f7927a90c207856407747ba9da128320 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index 25a2b414ecfcd15a86a692e44117c9f67232d354..7e667abc8d4668c726fd31cb7dff28defa484078 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a5a9527c44f8", + "target": "271560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.812 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 26273ebcf1637bfbd88f23adfb39399e34ad46f1..52596587f2f46c7a38cebbea2918687040afca1f 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -909,19 +909,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -942,8 +942,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1067,7 +1067,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1076,7 +1076,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,88 +1311,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:519f17bbc467", - "target": "271830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.609 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index 5ebdbc5d9501d1b9de8ae87cad2b057bfe05ad76..dec68a5fcb7659f4c3d8c29fe7e2a34564b7c6be 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index 88c0af57470998864b2d8fe4ccb2a78cc3f392d6..9f091d31ce9232783840e47539eaf9c0c62f4568 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,8 +1493,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index fe5a81ea08e3c238e0232ed17a9474c4b7c5d7ec..0aefe6837b5050b7b63bbee3a6e8613cfecc1824 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -883,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1025,19 +1025,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,17 +1104,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1149,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1177,13 +1177,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1192,7 +1192,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,19 +1242,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index a422d6c5a17b0e2a0f021fb97ac4e852bbc457a0..2a4e7d9f71868aced51d40c52c922d6f4c7ffddc 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 77ebc1e83a0de077877883026106fe3677281e1d..b9d8296151e67d20acf9b954f0a27a3156636b01 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index 3a9c9fc8e18a87f7bdcc79db74b16334f583caa6..d455c261c045850fc8cb68096549107f9ced8ce4 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index e7bc902a2fd1d7806433cfbd413c5b103fdaecb8..bcb7dc7abf214c0cade41cf4dad82d6ea2d7b1d5 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,28 +1263,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index bdfe2db3c97cbf2b7072ad6bff7e96fe69c3f3bc..c6277427557833b45903a6080c1ccd506f3da6b5 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1404,88 +1404,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4db41d69a683", - "target": "273060", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index e9bf03ecc03e964360959ce9daf173c635d3d19d..897d5f4180d17b0b042728c76c94334cb605d934 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index 6aada2d9679f7f13c6f3af64a75eee4e6bd1d370..e1c1237f4680ceb1ddd72011787004bdcf954408 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1043,8 +1043,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index f50b074de216f3404f7c8831fa032f83ad678c96..aff5ff6c4aa904a611c93bdfd703171f4e41b813 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index 1fcd1ac7e139a1c21e93d5231b4c4b90e061a1ac..c5d4e9565718b3b3ae1c4daa8d48d13c7e84f487 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1433,88 +1433,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:56a7c034f5c8", - "target": "275630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index ca3dd619a1b5b2d3fb5267265c9673fd99cff430..d813bd1803920898116ef8a5f1f408dc2fec4065 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 11e6c91d730c743032bcd93ac76f9aa13bdc2838..d22485dcf2302179940d1854b28e06a07bc186fd 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 268.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 266.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index bcd78f97d0883d584a3b3c36e3eb3adf5f1ed81b..6e0948b15fb8ad26488c82bfec1bd8b547040a6c 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,8 +894,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,28 +1023,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1079,7 +1079,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index 8f5e300efb2c7b4d86ad4108e79adedfc6fe0c66..d77ac4f5ca6f9f60ffb5ade3398fbe1e9334c07f 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 435849382ba0ea9d1586efe1cef4ca3e8042790b..5bc54bbd04b2e07cb42d01dedeb1f337342b0909 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -850,15 +850,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -876,8 +876,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,17 +921,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -941,7 +941,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -992,13 +992,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1007,7 +1007,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index 3ee3376e85fcc4c29efe70394fa30dd50e8c9895..3e8a823e4034049108cc68a51a0476fb03311a2b 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.49%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index 854656be5755f81c4ae0b922f33f3eaec39554e1..25e918ea3dcf01d1d9c9e306e9638578c5393d36 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 5f025e11af8ec4a213d29d1d9f2800eb216d6ada..0b5051aa8ada66ac5acd39f10adb04f28d447805 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,88 +1418,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:042b06113f8d", - "target": "278470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index b0cc68fe44775cf69038b87b2bbeaae5d862a940..e57bc1f9e3eb14751a45ab81fb98a7509c150ab1 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.27, + "grade": "dCR-BBB", + "score": 25.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.4, + "grade": "dCR-BBB", + "score": 26.15, "assumptions": { "scenarioStress": "moderate" } @@ -871,11 +871,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1017,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1183,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1216,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1419,88 +1418,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8315be8da82", - "target": "278650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.574 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 2aa20874b185e284a64de5b642e154f107d2992e..97b2ec1f79717c768ed0c3abe6daaed6928b4579 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -452,8 +452,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -581,19 +581,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -620,7 +620,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index c27af897089969b16aee1d68924503f72bbaa80c..6553174eec157ddec5582ea9f0d604cbbb839664 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 21441301022d9cbcfcb49d5a6791b707eaa2762c..5eddf5dcac7e865775b86f768294e4f9c9d5f61f 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 136.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 133.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index d504d35db8fb90814d9a80e9095281149a0b09d8..56760f69eadc48ef61a50fce1034f575c6c61b68 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index ea876515e8024cafb878766ee74e5dfd7797b46a..1b5e1bea9aa1c26511345623743e255a16fca9bf 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,28 +1236,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,7 +1570,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1592,7 +1592,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1610,8 +1610,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index 2bacddae033b444050194df2898f2b0576f4281f..e7a28ca0502b053ecf0aca7e8b80c46958bfe80b 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.74, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.63, + "score": 2.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.64, + "score": 2.75, "assumptions": { "scenarioStress": "moderate" } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 55574f0e95dbe9c0ffc43ca6496dcf11446aec64..658a06b576775d7b4a4fcc5ada5cca0a659eed81 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1503,7 +1503,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1525,7 +1525,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1543,8 +1543,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index 11b9757b8ebb4cb6d77d16da6a439b7c703e5a69..ed43a58d74ee1a63f4e87f21e4edfca9d1c22b24 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index 92f4c865e1cd2f9389bdfdbc3e19135ff43b2976..215d4af01c24752cd6feab37065beca614a04ce2 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index 446fba7bc8ac06761d21c96ce363e4e667b4165f..7b9646f1d80cbf94f39afb2bae07e753b8187874 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1434,7 +1434,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1456,7 +1456,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1474,15 +1474,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index f3e8c14af2610ee89bbe4922b40c8120ff899cea..a2a796727c5999b649cf0b096520a1e39d03fc55 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 2586895f2a72b45d971133b2075900b56555f6e9..2b4e6fb307a5e42730b4df16f357db830d8e8860 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,28 +1263,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 0a12415b2e59326b2a86461e9a6298be1eca001d..f6a00fcc2ebc85cbeabe3713573ca59c68625ecb 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 57d9c7e75833bd7a58d309b125abb14a7cee6f94..ff70f3b08f7ccd1004401386b541e83943aa3301 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -598,18 +598,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.55, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.36, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.55, + "score": 2.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.56, + "score": 2.37, "assumptions": { "scenarioStress": "moderate" } @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,28 +1250,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1646,7 +1646,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1668,7 +1668,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1686,15 +1686,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index ce9a7a15699583630937f09e8e441b4680a83f66..e48cf811a103a989786f3aee76c1f6deea380b43 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,28 +1109,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index 0fe61ddc3ee884ca6c28dfdaef92f26cbe9de5ef..dff286c6dc7ae9fae6065ccadb4d5f06d9135fb1 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,28 +1168,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index 7e79caaa89b2d5369d9907c047b6bf4bd0bb35db..043f5edfc70c6091f744a2b339954da14e4d19a2 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 19e15ca2201708c56c5f54138c48597f60deba4a..7dd182b426ee4b7f7df08eaf8e2adaab7f50c672 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 71e337c2e4b23f1f00cbea1fb7beba2d84f0625f..0d20593f1a8527fe280d0f3843448333666f4979 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index d26c344a2e0fc4b03ac0c848e785eefaef846be6..e2e2432bab932f6b5d3723437569d57d7c73a4f8 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 355.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 365.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 632f742d1cabf85e59d0d5caf9474efbf0e368b3..9ec4096ff5476a0b37ac65f951932bf29ca06c62 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index 1351c7b0a53e3a7b2d5c67874ff56a39b9b0ebbb..57beb979f9e86806f09220e4344cc7b45bfa7924 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 1072.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1033.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -919,19 +919,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -952,8 +952,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,17 +998,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1077,7 +1077,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1086,7 +1086,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index ca50e928812e725753f3f02b46b7618b335da7ea..0a2fee494c459e6f2e7002a9bc93ceecfa88ebcb 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1012,19 +1012,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1083,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,28 +1228,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index 5956393f4c69a8240f2dbe110e147fda22cc37f4..38eed05740abc3b7a1d37d59647e83793c476a17 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -633,7 +633,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -699,7 +699,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,15 +1130,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index d469ea7c7de24f68233e1aeebe75b4644fb92605..9d5baa6757bbeb2a60c06746b76af38d5ee6f3d0 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index f3d83529669c55c952a2e4448ce42c78bdd969d4..0e5d8f922b7e0f4ef44bcc0b64dcce5a78a684c7 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index 85da00644d4ee8e4cfe1cd3018be9e434e18db57..feed189e1f1080abe10685632c3cd28c890a7793 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1340,7 +1340,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1358,15 +1358,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 587ac1d22aa0b455475dc0a48280f650fa7232c0..7b08567551457150dd9a0a8604d55bd412906bd7 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,28 +1252,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,88 +1578,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:faddec453cf9", - "target": "290120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.552 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index cc800bd759c5807cfcf0d512d35df618f515ee90..9d78d3d40270c722af3d10e9b85cff864c7f5f59 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1432,12 +1432,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:02862deca404", + "target": "290270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.654 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index f48853e7749d68c7a93e2b1b2272eb5e7c53cd92..6ff071d39b4bb3cc1c3e88f7b1880b58cef4965d 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,28 +655,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 394a687e1c4e2a14ae4a5c87c464650c144305bf..8155220a4aaa5319010861e67c2eaded25d13781 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,19 +1157,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index 41b7da2bfa2649ad087332192a50845f9b35de96..0543b14e50fa289032b1684408cb6cf691ee33f0 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index 7c7de8c1a7034c1ab9ffca55ac9af5d0a75adc47..d268d61acdad5337c0f4ce10e1b1a680507d04cc 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index f3e8f9861519270d228c6abb429f067e2b154f52..d1472000e9acd661b2cc5f665567b08dc46707a4 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 11.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1040,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,12 +1442,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:89c7ae135863", + "target": "290650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.566 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 5ba2ad7d5c2e1843bf4b9a74af04980a7142923b..69d9a6ef3320467ddd0ab804a42b7266ba39364c 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 21.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 22.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 6fa33a1936a99a04d5167194efc7c0ca68d464e9..b8cf7818c410d9748cc09c019153336aec2e4460 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 4d21b15ff3508f0d4561bd6d9372fea94c6140f1..33fc3a92a9cef3c009acd0162f4379525fa68d75 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,28 +1188,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index 99e95ab599002086dc37de84ea75726744dcdaff..6ca6220718bfc1a019270a964f661dcd5b953475 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 52.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,15 +797,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.06, + "grade": "dCR-B+", + "score": 52.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 56.86, + "grade": "dCR-B+", + "score": 53.66, "assumptions": { "scenarioStress": "moderate" } @@ -888,7 +888,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index 0f90dade4dc0b5ce55a04d7856dc1e43a290effa..8a61570322ec4b8e198188d35b7a75047832e7f2 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index 6ffd5beaa3ecbd8fe6d4582b4cd23cb6f117ed8c..d7d008798b36ad5d8b1e7254444d4f69574d2db0 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1366,12 +1366,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c7625d876f5f", + "target": "291230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.463 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index 4f2e46f7425b78d63554c9c82ac727f4ec271357..1ba54877d3a45ca13f980fd2d9329bf870d7a381 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index 07baadc60f9abf25362be6013d796c658c532aa0..17e641e531b9a9321dd10409d00699459dd0fabc 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": null, "status": "derived", @@ -769,7 +769,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-30", "period": null, "status": "observed", @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 18bdd02c977a6400e497f61de435425e3f31c92f..4a1a6d5caf08db187b551157469a35a69c91e896 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 93d4555b670dc2f70566361c17f40abbda0d2cc6..98a513349b8776382d6434200a42670cc2de98ee 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index d83507073ed53f813b171b92b4959d318eb8f650..736152c5bd698b2fb058b94f85bab58f137b7628 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -871,10 +871,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,28 +1002,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 54a41db40ab93324690c8b9884576e6cf47e2b0f..6ea374d266a2803c4794a62fde18bbfd33df1772 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 8fced7282e9dbe72cdf1ad064d99971048573f78..d14fb3bd4d76be9dca6782e72024c4793012649c 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -419,8 +419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,28 +553,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 401436f75932fba06d2477a6d24e539ba49676b9..0be079b53a15fb721a95fcf329f63a1f30dd4fd9 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index 52abb3bbc540a2fbb74722c2efaf6431c04cb94f..e4c914903ad4566a17059e63d521c1a3ff4cfc4d 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -522,18 +522,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.40, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.75, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,14 +718,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.4, + "score": 51.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.17, + "score": 52.71, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 29.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,28 +1125,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index dcff470d236701634b3cca9335bc752f2e563529..d4b3700c0659b0873a4eee67fb4826d93c958356 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 279e36ca8ac1e07849bde2710cad0a587cac912a..0cf911d586db3c0a4116e9760695f75c1eaea491 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -807,8 +807,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -838,10 +838,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index 2a38231d8b51e978b4cef23a2c652940193af91b..450979e22a79396cb8d86710d0aa98492ea8bbd8 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 11a97a86962e141cbc984ed07bb03f08a1484d3c..2869562215e1cf552f3ece95b8ac85089652ffa8 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -595,7 +595,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -709,19 +709,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -748,7 +748,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 1ef51407359a03b166412c8ea692059a33b9a14c..c6a0f385392dfdf232dda96164a8578ed3a48fdf 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 6d0c86dda6ab501eb21a160f7218b7e4cb594f8d..a486a5a07fef57c19feca4a859d089e05b76bd31 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -586,13 +586,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index 6e53d7eef14d5780d1b364d7f175918ed58a0112..e3427bba773485b7d7c2851a2af433bb96b834e4 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index f213aa909123a444c0e32c6803ef87a78fd636d3..dab74d84678f0d3c74d9054c31706428524d19c7 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index 01c75f87278e0ee3e4ab3a8dcde7f1f0ccbe1127..b3a96faf4463688b9054e07d3ae1022696aa0999 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1058,7 +1058,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,28 +1239,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index 8edee19008bca13dbd7b4117fb23d88d0cc958ea..28be102ff8f07868b9c7bb16f8e3feafadb34d88 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,28 +1254,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index d5155141416a59aca5cc1e15e2fdf7dd41fcc076..9379dc051296dcec3921aa211af973eb305a3a14 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,14 +796,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.02, + "score": 17.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.76, + "score": 18.37, "assumptions": { "scenarioStress": "moderate" } @@ -891,11 +891,11 @@ "totalNotch": 2, "reasons": [ "캡티브금융 별도 D/EBITDA 0.1x (양호)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1038,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,28 +1255,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1581,12 +1581,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8720e4d8b675", + "target": "298040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index 3c69a5bc00b1b77b1743dbcafe6427a60a5d9b4c..8a8553b759b88b1c6bd4a7078174ad62da461807 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,28 +1255,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index 63bd24f55e9413cc9b19c1ea61730fcca7ad159f..d395ae672d39e866394df07301c7f04acd9d4568 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 5b405d62165f4282a91705d65f1b18735675399e..30db1d52bd2c54df7c16d1a03e185612b4fdaa81 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.26, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.82, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.26, + "score": 38.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 38.95, + "score": 39.41, "assumptions": { "scenarioStress": "moderate" } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index 0af35109ab2d57302870e0fe6b3b1f706c2692ba..4003d3a851100bb942d0cbd9ad972ea1aa7461f7 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,7 +1418,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1440,7 +1440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1458,8 +1458,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 3aad37e1a597e073257e4460598f3929f7ea0195..84232df9f9ed4d1f629be28b68a30fe5a059b53b 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 27.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index d1fe9fe601545abe4f196cbda44cd6a5d03c7a0d..45846610ab25be6ae364fa8974160fbeb55a51a5 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index be125651cdfb477c61b09db055e916b322eadacc..8d9cfd1e29a51420820cf96ceef7ddce83a2329c 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,18 +515,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -557,11 +557,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 50.23, + "value": 73.04, "unit": "riskScore", "direction": "negative", - "weight": 30, - "contribution": 15.07, + "weight": 25, + "contribution": 18.26, "sourceRef": "axes.채무상환능력" }, { @@ -578,12 +578,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,12 +616,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,14 +659,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/299030/axes/채무상환능력", "status": "derived", - "detail": "위험점수 50.23, 가중치 30%" + "detail": "위험점수 73.04, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/299030/axes/자본구조", "status": "derived", - "detail": "위험점수 31.08, 가중치 15%" + "detail": "위험점수 24.76, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -711,14 +711,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.69, + "score": 46.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.62, + "score": 47.31, "assumptions": { "scenarioStress": "moderate" } @@ -746,39 +746,39 @@ "gradeHistory": [ { "period": "2026", - "score": 49.05, - "grade": "B+", - "pdEstimate": 4.0 + "score": 41.82, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 57.65, + "score": 56.72, "grade": "B", "pdEstimate": 7.0 }, { "period": "2024", - "score": 52.22, + "score": 53.46, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 50.66, - "grade": "B+", - "pdEstimate": 4.0 + "score": 59.91, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 37.35, - "grade": "BB", - "pdEstimate": 1.5 + "score": 44.43, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 52.55, - "grade": "B+", - "pdEstimate": 4.0 + "score": 60.88, + "grade": "B", + "pdEstimate": 7.0 } ], "coverage": { @@ -792,8 +792,8 @@ "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", + "채무상환능력 축이 73점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 14.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -962,7 +962,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index 6279a2bad518106a4ce1036073ac3e22ee1dd12e..693200a93659352a494bd5435cc93cd6190fea20 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.57, + "grade": "dCR-BBB", + "score": 23.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.38, + "score": 24.63, "assumptions": { "scenarioStress": "moderate" } @@ -800,11 +800,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -860,10 +855,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -878,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1005,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1038,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1051,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1129,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1204,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index 080e83a9843da688e0c7af55fd34d807cf171521..79a00f41c99d0685eaa695a0cd35ba86d447b658 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 04052e2cb03b9d876acf2e24fa59f9585757b307..4a541dd65ed54d9000ecee7a299da70dfc02908d 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index de3d005287088b984b190681f97f0b11e42de5cf..939c5cf7631e323c6c849ff76fe50edbce77b5af 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,12 +1350,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:738ff725805a", + "target": "300080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 6b1de6d6de2bcc59a7fe02a8a98a8972c8718ab8..50505b4d9535bd1c0bb8dbc24e3ac6718a247509 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index c6de3ecf12e54cb0b4aeccf2129a0617259ac600..f838097b9ff27c05bb142a041dd44cc29330ab90 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index f08751a1fb31fbdecae4515774931ea71e80931d..bc73a2881fca645a6e6c961d7723b7f2969f691b 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index e149f09d652865a60673e2061da8391d70dc2701..6bd8aa468bd12e859c480e6e7d850c650d964ea6 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index 23c7b9bec1469d5df42d798319fdcb894d7c5e20..d134a737a115adfeed3da0d9cded157f17a7e292 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index 70d25573aa039f1726d86a2bd46f46ca5f84f330..36fb4f109646e05311b30fab1b82780b900a2d15 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 2151eb8e8e74a8721aa1b7526a3fd7a3787b79c9..a7870922c3465ae4a5d2aed55a5555e03cc64006 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,19 +1194,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 217239640c32e63ddbc5dd5342e2afdc2a56b971..85a6521826b86c799c9cd7174ef1c1bb6404806d 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -999,10 +999,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index c89f2f5f505e35c5028c96c7d4927e3a3f6b493b..4a9eb3b928a93b4e4af1568366753f9239f48666 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index 086d0e8d55dc2bd4b0eabb02e8b30405acc845b1..fe3e567c3c0cc50062083f8db0eca4adc05d5780 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 90040b1d7e7dfa6ce1e06262a122bccccf58dd29..3ea938474527eed73051eac5179b203299b68747 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -855,19 +855,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -888,8 +888,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -934,17 +934,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1013,7 +1013,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1022,7 +1022,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index f43fb62a97f72ce8743cf6ce1ea1ad19c80b1f14..b11beb5a2e412259fc006e3076ea6162e64f0f49 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 878fd6131b2fecca4f4d321706a15367e58de9f3..12f0fa3ac41b31b424df613571ac5859b86a1625 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index 60a971d3602f9ac5b0d071963cfdfa3cdaec8aef..f4ad402855d5007bef3fe13691e34ed037354089 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1547.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1552.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 8bfd2b84c333e274882eda83b611400a96874489..089f1bf30dd21686c44f5a38b45a051516d5c3b9 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,15 +1469,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index e1930ecafff5f987a21f815771f2e86327e0cf2d..3f57e755d185b89b8ddd43b736300e72e70134f7 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1045,8 +1045,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1076,10 +1076,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,28 +1212,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index f4b5a822c1b806bc18edb01978b731986fa24d53..e8b878f6f01315397ed26024904e539696bb541d 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 447a7a5c77bdc2cbdf3047fe3f0748999dc1810c..a505337959fa5f6255dd169cad0663ff06ad5814 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,28 +1250,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1576,88 +1576,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:368adf91e53b", - "target": "307180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.561 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index 26fa8c1c3a41cec7a5b5bde61841b4e61811f761..7b00dcc99bc34b95b6805638d7ceec50e85cc051 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index 67721082a004e4a0095614956680f5248ef9d9d9..e65bdaa585d5acee7df00fd2acc5ce0b60ce0643 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,21 +614,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.48, + "value": 10.07, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.3, + "contribution": 2.01, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 39.49, + "value": 43.66, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 9.87, + "contribution": 10.91, "sourceRef": "axes.채무상환능력" }, { @@ -645,12 +645,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,12 +683,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 유틸리티 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,21 +726,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/307750/axes/채무상환능력", "status": "derived", - "detail": "위험점수 39.49, 가중치 25%" + "detail": "위험점수 43.66, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/307750/axes/자본구조", "status": "derived", - "detail": "위험점수 6.48, 가중치 20%" + "detail": "위험점수 10.07, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/307750/axes/유동성", "status": "derived", - "detail": "위험점수 18.01, 가중치 15%" + "detail": "위험점수 21.80, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.94, + "grade": "dCR-BBB-", + "score": 30.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.75, + "score": 31.43, "assumptions": { "scenarioStress": "moderate" } @@ -801,11 +801,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -818,37 +813,37 @@ "gradeHistory": [ { "period": "2026", - "score": 4.22, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 10.22, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 34.87, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 41.91, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2024", - "score": 42.34, + "score": 46.54, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 40.4, - "grade": "BB", - "pdEstimate": 1.5 + "score": 48.68, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 46.49, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 52.83, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 5.58, + "score": 6.72, "grade": "AA", "pdEstimate": 0.02 } @@ -861,10 +856,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 39점으로 등급 하방 압력", + "채무상환능력 축이 44점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1168,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1205,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,88 +1403,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eba4a39e30ca", - "target": "307750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.492 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index d1a459484811f60dfcc0a68f7ecfd3b5a2795262..ab4f4925712d12027617f60f4a0576e0ed25d9cb 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,12 +1323,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9d82c48e62a2", + "target": "307870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index a52206e658e7754897e9f50246ab7d7e06c3a521..e67e508a1a8a4785d64164f0b6000799dd2f2569 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -620,8 +620,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 7f1e11477bd9a4a53421c91fd6f48f1daf721116..1e273a0e05ff3df164061c2e8b510310f859fa8f 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1432,12 +1432,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d0a70333124", + "target": "307950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.93 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index c9e1a25775bf1fde657517d5bf193754a27b74df..ab4ac86d5e5e5918b163388168dec446066150b0 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 5672dabbe745580ba629223a8a52cba70dc1b06c..43cbdd01b9e16dfa0bd4b7b01f54702648bf3aa0 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,10 +964,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 31315f79f2dc1df6d06f19451247b0501567d685..3b80e23397e3010c6c7d2a5cc344dfb35540d01c 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,8 +1617,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index fec55e8459931c6a044650d6a28558854d9e2d51..28ddcf60761cb6d6161dbd50359ac78f1d535bcc 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -535,8 +535,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -566,10 +566,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -579,7 +579,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 50f1ae25eb33a7ce16b9962f5a8bd126d6431197..e99201b0e82d277084ac142e20c4ef84a0efea6c 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index d728a88f332f6c1291c590a4909e3a323074aef2..441e7c497b0d6bce5b808491b192867dc6afe338 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1482,12 +1482,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d90de1cae9b9", + "target": "309930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index f5efb4aa4739f0136051f96a34e4405d4dd14312..7fc11cc8eaee8a01ad75c1ebe06ed873272c2c23 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -760,8 +760,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -813,10 +813,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index ac9748b33b36b456a718341470efc3bedd0368e7..bcf15f408118cf35f1ae3ec6fde05305dcea13f9 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 9c3bb337ea65dc0813e010d0356de6374aa6ab29..69e2411eeaf074fb4cb0603b6b19769eaddc487a 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -748,19 +748,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -781,8 +781,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -827,17 +827,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -906,7 +906,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -915,7 +915,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 3f113a3a8003e033226175fe73a113540ed5f8ea..e0f521df17c9de93a8a18a9e54f7e752e5d4247d 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index d409c50dd618a34e4998b097235c6e1a3eb5cfe4..d873d99422f1059af4f9b42d5fde0fe5b8a1cd84 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index fcb9c5084eff97e3964e85eb26e96e768f31993b..773ad43a549c2a40181c6f2e79b6046ca3db507e 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,7 +1399,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1421,7 +1421,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1439,8 +1439,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 87c4c7b82ae6ea5eb30e4e5341b731cdbdaaec63..3ef3d8d1479fe5620cc0300b2515ba9050492937 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index 56cf7934d257c055ef5b81332a253b03cc857efd..ff970424264c00468a5308b7753352a3a44e9bd6 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index cd1df69588d593a2cb33e3dbf46364fbda853a75..078735e501eaf4ea63f16e4e43f519141cb3555e 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,8 +438,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index 1b2d26bfed38e1fa36348ce795056a33c823ed3a..e701d7b2a42eb398a848a8a7cfe86a4b1cb91eec 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 256.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,19 +1127,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index ac43daf1d179f600c7f31cc20d13765a0f1d439c..30daa8b0c6b35820458870f089a77b8b81923789 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 235.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 232.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,28 +1165,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 650ce69e81e3c988f281672aace6f1d61a7bcebf..7134e008e7d8852f5f47ed9eeedf1aa9a381b519 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index 99caf668fc278cd5a14a8fe450852a3f1537f993..2a93dea320947a95299c5d48316e77dfe730d374 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -611,8 +611,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index d96621d1e1698d5fe3363b85093eb8efabba4f84..a7702210d4156eee969ef12586131687a496f609 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 757ba3f5b96afe62026d054d7a79c07eab4475bf..150567bec57d3738a8bb3b66e7a726d07d96752e 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,12 +608,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/315640/axes/자본구조", "status": "derived", - "detail": "위험점수 9.98, 가중치 20%" + "detail": "위험점수 9.13, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.2, + "score": 39.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.36, + "score": 39.99, "assumptions": { "scenarioStress": "moderate" } @@ -738,31 +738,31 @@ "gradeHistory": [ { "period": "2026", - "score": 4.06, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.71, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 37.96, + "score": 37.62, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 39.42, + "score": 38.62, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2023", - "score": 36.67, + "score": 36.43, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 37.42, + "score": 37.0, "grade": "BB", "pdEstimate": 1.5 } @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,10 +972,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 1f4ec66535cbb28f75f3ff06e2ed90a1bda75357..2da2e1cbe6cdc94e55c4906355b34b5a3d9d7121 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index 15bc49d366defabcd00d067cea8523b27180fa7f..80f0b9ab1b4d3d7156f409c91d8c8340711304d1 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -947,19 +947,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,12 +1349,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3c4df740dc20", + "target": "317120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.806 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index b89f7fe1da69c26ed38d978a50a8481c329ad745..1bc1472684a31ce6f9dcff3efda32067bc37a64f 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,28 +1224,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index 9cc39ef7a6c923d5d0e8e0aab3cf447bc4476d02..e0d5daad8f789e06d6246da411e84d6ff30be4a8 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 45.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 44.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,19 +1235,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index e96d3180c0b705c43088d7c13ef5d59275627c30..2f5fff1bb7d6fded922c1a11ac5e13f2db1c26d9 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index 529944d4f0425b6dc46a2eb63cd34e8f7cd8ab1e..03ab4dd78d0f1c7d8a5f199acc90ec8b5a8300e4 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 73e90e494c5c529eee9419ec60cbe227f6d04690..317023f9fb914211a3645d6254849671d2805379 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,14 +719,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.06, + "score": 42.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.19, + "score": 42.74, "assumptions": { "scenarioStress": "moderate" } @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 29.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 666bd1159f9a2cea0460d3dacfb0babb455a0fa2..3ea4867d7a09a2a56423bb528c5192a770119ce5 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 5250cdc854abe5ffe814981e677f6f403eff4936..d18e09b7b2970a5b0641552801bca777d1db1243 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.96, + "grade": "dCR-BB-", + "score": 42.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.36, + "grade": "dCR-BB-", + "score": 42.61, "assumptions": { "scenarioStress": "moderate" } @@ -871,7 +871,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,8 +1423,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 0ffa355ee387a6f3b378eed3c20d6bde20c481a0..257279b632ea98b2f798be2ebefff2a286044e6c 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,15 +787,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.6, + "grade": "dCR-BB+", + "score": 33.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.26, + "score": 34.51, "assumptions": { "scenarioStress": "moderate" } @@ -811,11 +811,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -877,10 +872,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1023,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1069,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1222,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index 7f8a15da838d2e49b7b462b57e26186bee02d3e9..f4ad79d21c5a269895aecf5e75a3bffff00fd674 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1027,19 +1027,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1106,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1179,13 +1179,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1194,7 +1194,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1244,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 51a008b2b1abcd69cc462cfe7c002eb79efbebeb..0dabf3ae1ae93079541723f1d3626b03f1900927 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -446,8 +446,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index 7a3435b38fce964e3e9b85dbabf49abdcd469e64..a17e52b34b614d2dd63c0674ce94a26d8764f4ef 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,15 +1399,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index dda3b082cafa82f13a191ee97f5d7bde9f2d7b7f..1bf5f05daae5c8f4bbac108d1e1ecea72a4f5252 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,28 +1231,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index a3d657cb41237fb7231b3e6d8be157a1d3159cf6..4fc897b5003feac107bb53bb6bcee13c7fd63cec 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -932,10 +932,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index d8795e0dbf40852dc8d64a3c26d5a962f13a3c77..f0cf445863cbd1935d6a8150e3865ebd0a86f77e 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index 55e9097da01926fa32835f92800ffedbd70eac95..6513591e254b439f0ee0edff281110d325daaf72 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,28 +769,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 0efca06d799c176d46342394c451eccf4fa130eb..9f73ac65ba73406344bd92edfbd4bed3821d74c6 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -972,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,28 +1189,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 6a5c6a7d4f0e4072e9a2692d74d7789fea4011e9..64610edf91493a7f3369c171083e6c018f1cea8b 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -998,15 +998,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,28 +1215,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:07916b3285ca", + "target": "318410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.611 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index f072aa9a7926c2f260cf9ad6bf6c6d2d45268765..3d35eb2352cb838183d670ecce71941ee4f6a11f 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index 002ebb9b8499338b1a474f76c33958dadf159255..a41f54e6e75039d1f83fef8fafafaf74251e78ed 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,19 +1231,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index a1a7cd63efbd9b7b5693e49d3a9f18bbfdabc870..e01ada334cfaebda145fbefd78e6eef942b2ef83 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 118.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 21e73ae3998007bc02b2fef4e32d1522483ad009..8a7fce19c89d91ee01a9a3e2fce7bf052d09ab84 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,19 +1199,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 040c942d579fcf67c749a59d134ac058c17d0e4c..dc880edaec2f3b908e8888a1c158ef695e0c7693 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 56.97, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 55.40, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -523,11 +523,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 36.57, + "value": 28.95, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 7.31, + "contribution": 5.79, "sourceRef": "axes.자본구조" }, { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,14 +635,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/321370/axes/채무상환능력", "status": "derived", - "detail": "위험점수 60.89, 가중치 25%" + "detail": "위험점수 62.30, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/321370/axes/자본구조", "status": "derived", - "detail": "위험점수 36.57, 가중치 20%" + "detail": "위험점수 28.95, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 56.97, + "score": 55.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 57.87, + "score": 56.3, "assumptions": { "scenarioStress": "moderate" } @@ -721,21 +721,21 @@ "gradeHistory": [ { "period": "2026", - "score": 64.85, - "grade": "B-", - "pdEstimate": 10.0 + "score": 56.42, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2025", - "score": 62.2, - "grade": "B-", - "pdEstimate": 10.0 + "score": 60.0, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2024", - "score": 42.23, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 40.95, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index b9b96868e9188f01d861282fe7f740d19cda408d..49ef0f88d95efab6d767b0ab18faa9218ecfc331 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 17e756b75c699e937b7d756eb4ce5b11a08b391c..347e2dc2cb44d29b24a0c62fb06d9d4c3413ddfc 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 3b8346d7c0849e4954ed0af02c60673781ba8c9e..711a92b9335635d8597c004b1d92df4abc0370e2 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1041,7 +1041,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,28 +1234,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index a1d4d7b3bc43ed43adf58a46d47b84c22ca70052..060d919d231e7398b7216d3e4ab22631928a66fd 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index b30ed3b5cc305c206c1ca13884c28d107eb9288f..1e7268e0ff52f64bcbfa3ab7f6ec5761220c4ecd 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1040,7 +1040,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1417,7 +1417,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1439,7 +1439,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1457,15 +1457,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 4908d343d695768cc6c50a5ac869467949276dc7..9bbb995474ab900d9b15a56b7fa29ea167c095ad 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 22.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index 364535f734ef6092946116fd7eca93aaeec6b121..d776a9e3bae29275676a4b13adf2a88016d4b9f7 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.16%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index e8f851c05d00eee16028d30ab66aa5c911ff3cbc..a39906f0a1897fbcb393542fd9f305a04b1418c0 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 46e49b00ae6681027a7adc4ecfe4536be97bcbbc..f190ea906942a19d67b8c202fed456e91fc89916 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 1147d385d113dbf8f3ae34818365c6f3773d28bb..b2be7958e0e97d21cf96688b644d9f9b52e2cb24 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 1d4a69e6d66de6eddeb4cdb6a74d7556d29cb9aa..75283bfd419a63e7ba622b0ff64e3fadbcbaea1f 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2024", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 7b2a3ab618d2d5ce5d719334321b7bd25dbcd35a..903b2a4bcc736cba1ef27c61e0aa6425cd1295e7 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index b6ecaffadcbe925b6ad79f0e4ed0a98c36bedc40..f6d57e9b211bde27e7e915200f1ec0b2042490dd 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1166,13 +1166,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 29d458ae0f11befe328400cf719fdc1ba1d29b2f..5e88b3d272eb2e61d266094a15bad5457660f3db 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1348,7 +1348,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1366,15 +1366,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 581ab58d6e776da4185e6e37e01e1c7ab82ec83e..f118f3c1f355f06f416f8741f68e6774de77c4b1 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index 0c71811c4fed31246c90dfc133470ba1ebc4f0b9..6528905221b4d844ad2dfe149e84114b441c8e2e 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 45조 (시장 지위)" + "시가총액 40조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,19 +1223,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1502,88 +1502,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ca7cda302888", - "target": "329180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 4a2fe8b4df7023e09f0deb8bfe95d7f5ab927a9b..88439314cbb87fde38821af1f65c7da7912450f0 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 1d4fe063777ae910fa95c15d55af9c77e4690f79..f6b5e551d108732ff4996ae372005e2c8d916f85 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -382,7 +382,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -426,7 +426,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,28 +549,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -613,7 +613,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index e1971b1d17f6db5b1fa64d220a5cd2b0f7dc7fb7..9750d243397da9db787a33187a5c4d0ba361245f 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index 4a1e8027ad22b4124a27194991fa2cfaef7fd570..cb4ded285d7a5369dcdcc0cfdc2a06801799c55f 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,19 +1179,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index 3f225d089d281a00113d7c1846f357b6062b9193..a0f04a2b36e4be9b937961f336962001833f574d 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index 09fd1f33dae49796670dbbb7a217e83a3a5abab1..c7d3cb27d3de6a1ebc35e11d98fb714860d1c442 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index b9d61fdef7894473ef528b52f56b517e1cd0bc74..819ebf3ddecd18c2c311572e8915366428423cbe 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index c82c22d78a9a32b3b1e04f007796b0302ad7b466..b14554f52551364908d00ca4a1d89d74ed2e8739 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 9e173be6cc7a5866748a40672e54692cd6e167ce..bee29130cb47ab34220b779219836c27af08f170 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,28 +1205,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 320e30d11a55d5253ab4e0605247fb6fa7ce50fb..4242d788e362dc717dc6353e4ea41f52df040afd 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index c3c98b4fd5ef8f1b3e5d96e9388877cefcf89db1..979ed94a238300d813aef0cf39f396347955e587 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1153,13 +1153,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index f646b4a332db65c2fc4a4e679ccea88f03d5c34b..17eae64c4bcaa76000b2443407fc2cb416505471 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index 3c7cdcc5709acb769372d926071d5684ceba3cfa..514487def778d955926ae3cfead2eadc3135f5e2 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -983,15 +983,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,19 +1200,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1479,12 +1479,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:88f6bb3a2417", + "target": "333430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 7ba00a20b28a9f0c9ea5047fab9538512fcee25f..488a5b82cfa1cba55223ae2f1ff40a1edc6bff85 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 3ea886be19a5753fe8be0bccbab3e333e28df029..d2e10f9a0fc160788708d04c13faf6273dd45012 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index cea113fbb5dbae86e48e2ced278a00a80066f2a6..fd57beca8447be0f570e1ae25d4425417c578fee 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 4f509bacb765512ba11ee9f897f4044c02f6afad..33611dceb6709a80c264715ab9133443cd90f40b 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 79bf7f3d85e2452d135fecd2771c1ecc430f2503..d40ca38989342ed12818ce58b01546fe70455733 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -994,19 +994,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1065,16 +1065,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,28 +1210,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index 52c44d03444b5cd8cf9b624bca47be77893322b4..ea410eb0225ecd6d6a0accfe72ee73e2da96b912 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index b1c66b4f9762655430baea2a1e7a8c9c59bc6a35..eb41227eaff069025dd9fe154b133f2c9cf6012d 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index e2c1b366a49bf2ea9cd8b4e05dfa47905b989b32..61eff352e3063452b0ff6189f33aa6414e1b3d21 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,15 +1466,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 87084e3bd989c7eb2c03d7fba2404b2cd11bd9e8..4f68303e661b76cb06a1c8b0dca085d57b7cd090 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8692bca28f43", + "target": "336570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.408 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index eae835685202061fa16b5483cf6c321b381cdf4b..6d4bef9a9b4e298909c7f704e2ca779ec3008f15 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index b1b0644a22fb7ae9efae033f11dd3982bba8fc21..e3203219ca1c8e3ff8a593c8bdf54bdcb7f25e3b 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,10 +1088,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index a3b0208536c57ca725f62e213acf94a0448f047a..8bd52c40a783c9261c0fc05d631b462db9aada9d 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 9861d06c9bb52a1b9c06d1d3bf0d711b7e01a57a..69a26e224ec9a8fba9e201f9bc8ffd18bd9d2953 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index 5518230b5ecb9375cb4580ff93e091000e334512..34a90c7cdcc340807b69735c0f404700be2d58e4 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index 062effe30f0b0e93e35ee04d29a4b9a818ba2f04..c4c63692d9b7558198db90899133d8693a6130b1 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 197793541efcf8b3a85b7198abb5539078a96af2..6084f37df1002c9967853d2343381e4f4d870d65 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.19, + "score": 53.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.35, + "grade": "dCR-B", + "score": 55.44, "assumptions": { "scenarioStress": "moderate" } @@ -725,6 +725,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -778,7 +783,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +798,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -939,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +975,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +988,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -992,7 +997,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,10 +1084,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 3a39f177e558230db05d70a1d52a819efdf4be0b..242a12e12a3943667a66d45c42774c267372e804 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.20, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 8.50, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -602,11 +602,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 3.66, + "value": 6.55, "unit": "riskScore", "direction": "positive", - "weight": 30, - "contribution": 1.1, + "weight": 25, + "contribution": 1.64, "sourceRef": "axes.채무상환능력" }, { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,12 +671,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,14 +714,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/340440/axes/채무상환능력", "status": "derived", - "detail": "위험점수 3.66, 가중치 30%" + "detail": "위험점수 6.55, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/340440/axes/자본구조", "status": "derived", - "detail": "위험점수 8.58, 가중치 15%" + "detail": "위험점수 8.22, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -765,14 +765,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.2, + "score": 8.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.22, + "score": 9.38, "assumptions": { "scenarioStress": "moderate" } @@ -800,33 +800,33 @@ "gradeHistory": [ { "period": "2026", - "score": 4.71, + "score": 3.66, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 3.84, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.97, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2024", - "score": 2.89, + "score": 2.13, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 4.74, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 6.61, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2022", - "score": 8.32, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 12.14, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-09-08", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-08", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 4e84591a8167eca6b6471655634bace63965ea0a..59fd1eaa662621a68aab72f281ee5187d36b0dc2 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index f0a58a990764bc8639b0a292e2b620fe275a9669..d1701e9d798ccd09e6fe9e0fe5135fc88562e5e0 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 243533475ad645cc667e39c1febbafb7a69a71b3..674b3040c98f089469907f5c296a48bc016c5d51 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -924,8 +924,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1049,7 +1049,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,88 +1300,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed53c22f4d30", - "target": "340810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index 1eb31dbe82bc44f90dd338a86d9947596d1724d2..dff1ff0997353dc433bb5e8fa304ed5fb7ca8237 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 0fa3f50e4b8f08b01baa555ed2d01b3d7a061194..9fa5ba93200e7318b36d2102ce0af7501f93ad63 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -410,8 +410,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index f6c18038547378de01fd169ed8f5a6638b3eda50..4165e4bd9b50fd73767179e7dac010efa5a76486 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index b5d953be9c20d63a3f31f6cc2592d2b0b08f6d06..4e1cd828693012f4434e0db4810983acffaa216f 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -403,7 +403,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,28 +537,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 24c0690cd47c98307e5712d111e355d51855e15c..0d13142e687df23625cf2aa7f13b450dee24387c 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index 2b65a4382122d95043f04a8b85bb6ceab7af5daf..d27936c3d955849e42bc64f6939833fade3b7338 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,28 +895,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index 4cd19c4f63dd207686d494700459d7d3f7fd5c6c..3539e9c065b06c275a9cbf0fdda3788fe63fe47f 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index a3f897681f2a0bbe3e396562c522478332b1800f..8865eaa9d96aa83ace5640237772908e47c6c1a6 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index f9b4cf4b1758b008a86e72037c019eb3ec9de39f..6e891ad83c9fbca30c782be69239b9096b23b7c5 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index 708e8dc66f72dbb463b365b41a1c5a2890c1194a..aa817c592fdde9ef6e6553192aefba83979c097b 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1008,15 +1008,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,12 +1410,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d370e77fea41", + "target": "347770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.731 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 2f87ce9fa100c86dec21a6a20b9c6ca1a1b6ed44..c8ad752370a2900f3d92b90e3a62589c6c0e1c3a 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -642,7 +642,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -708,7 +708,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index a350b3ccd58158cee047f76c46bd5284f93b214e..d66a24a185ba79a6a660051a5f8494e4c19914a3 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index 06d0923def5d0e10588960c908c1ef919f3e48e7..9939125b95769d764599c26690248290760877c5 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index bc67c7f3dd0e6f8c8607202eb653c36e9f911463..325f40ca930727d66329d7db9eb0b4e74d430874 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1027,8 +1027,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,17 +1072,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 1054062ab2078cc0d265f9f2276bb069fb959718..068427c2b6e41dfde2efcf11b6c8149cc3130bd8 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 9021a70cb755dbe261575d2478d4df8667f20eb4..e5a7767520e9448f49e09e43ecd1c64f4ac8392f 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index c81ef950314c1102965b2fcb6a520c3946a5b8ba..2aa47dfbcd9742a0a514d96287bccc8dc0fc5bac 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,19 +1219,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1506,7 +1506,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1528,7 +1528,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1546,8 +1546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index 495025fe32185650c10e27c0545db9e14c41f941..a5dd50badd1486081802e8f748a482fba7a1315a 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index b1773a58e8d48bd3bf1d9f06e1a339237a930b00..a02a0e0c8be3ddefb7cfbc618f80b34e6f5ed490 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index a7b7bf5eba9eb51381a09dd3c2b1a11e296d60f0..d5c05a45b2c2ea0afbf2cb0dcaf368ad289e81ae 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 110.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,19 +1207,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1494,7 +1494,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1516,7 +1516,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1534,8 +1534,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index 3253c6d7d31331e30e1fa2607271030240407dd0..b8a32a35800e4de0d409d7bba06de34867145afa 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 860348641ba805587f113674497bd8e8621d2bd2..33d5e03a95ebd234489c3b9b7c424f08a2b7fa51 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -389,7 +389,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,28 +579,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -643,7 +643,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 09c6de53e3e0a5a78d7bef91d3f140277c743f16..6b4b250a8eded40198fdf87bb3548f5b1b806a0a 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -410,8 +410,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 5b88f60c8ab1a237c8e48dc5aa5f90dcd004931f..bc3f04af12fbde5330fad2c332f5e43697a74f77 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,12 +1322,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:53ddc253b02a", + "target": "351320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.622 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index 0dd880a33e7b438c88a27addf2785cbd35ea29d0..b7b4212608be5840b7fc375fb7825312e53dc346 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 89481cca9c8ed90d78486ea2bf7348f03de336a1..4b58d699f45ec388ebf6c9e8d31e5a342a79b977 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 23.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 21.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -702,19 +702,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -854,13 +854,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -869,7 +869,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 837f9a1dbdd68bf4440e195a46014218fdd1e6c7..11284a8cc4f1fd3eca4f07b627c81b7693646e7f 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index 3aecc306efff29e2251f3983fe5a3d78afa8e238..c1b28c7e4fccae3f4aadfa64e084dadff2b13ed9 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index 9a444710024acba547909766c2be7298efcdb596..bba71ca6d011ca16e909987aee86985d35e984ac 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index aa3d0352faa6354b930a6dfec938e073adc21abd..60bcd3adb0186549cc0696b8cc309bf1c4e14dd5 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index cda99040c56b747297c66d0c9774ade4e335de0d..a6fd6a833564e38293451801f64ba4c7a8654d0f 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index aeb8ac01f6dfbedd66fca9692b1b41ab7e951c8d..ef056f66d1fd5689d42e910be9ffaa13d6f9eb1a 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.18, + "score": 35.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.44, + "score": 35.69, "assumptions": { "scenarioStress": "moderate" } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 8973a58ae8eef12704a1f79137e8d41e9fc18e86..31753eeb52b0b2c71fdcedf2c37749c65fa54374 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,28 +1179,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index 00a580d69d041c89d34d67f6e0d104d07ef1cc9e..b9ecfd44e6eb535b73fe610e2ddf96e49a4c9aee 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index ac9f81bdae752a02d64a9cb1f012744c8528ebe3..c745bf4aa6c865844605f93051f16a6d240a3026 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 37118518fbc4a837fc78cb89ada3188ba9724914..232390188d24e9abd836633afcb29386764d73c2 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 0bd527128ef70fbc168ff29bb163a7f41aab121d..1051e53924903e7cf6edd2857d893a8cd66006f7 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,28 +1215,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 84cb755830d85b99f954154b4e589ee5729b2b06..09a69909d9d6ea30095e5abe2e18117baa16e24f 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 261.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index 75aa314d6fe61c412c4adc1ab3a863d83f24d976..79576e5dcf429dfbba5b10c93a2aef05b4f818c7 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,10 +990,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index 4c11c4cf716723370eb78f2907502a19d19a8477..42686fdb2bc05f06516a162f8ab3d2fe4b99733d 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -631,7 +631,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,19 +789,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 3fc27915342d8e486d1b7f89d156e7da5d46ff21..1a704401f13f5c3f200b9dfb51748f3c19d8103c 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 174.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,12 +1302,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:205fb31fa68e", + "target": "355390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.585 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index ee4326973dfdd5d03d56e78aa7cc8b0b0744f5f4..6237e7bfff8341a859aae892344be34b5f1f376f 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -304,18 +304,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.68, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.47, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -498,15 +498,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.68, + "grade": "dCR-B+", + "score": 53.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 57.42, + "grade": "dCR-B+", + "score": 54.26, "assumptions": { "scenarioStress": "moderate" } @@ -559,7 +559,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -704,19 +704,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -737,8 +737,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,17 +783,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -862,7 +862,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -871,7 +871,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1126,88 +1126,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4967b9f27673", - "target": "355690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index 09199e7e9479d499d520bd6d845e95a05fe5c216..08a21aedd9691e25ea80dd31c59d01296e0e7a17 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -693,10 +693,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -706,7 +706,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index be31fba6f1ff4b6eb2539c3f9aa30adf7ddb526b..2d93086665914a25fdce14720352c3cd084eef16 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,19 +1131,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index a84dba034845e5cc1e0acae9a5017495d374d9b9..05c95a3890ea9ea998071b2695d5a9b36b1cc799 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.31, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -682,12 +682,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/356890/axes/자본구조", "status": "derived", - "detail": "위험점수 1.34, 가중치 20%" + "detail": "위험점수 1.23, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.35, + "score": 13.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.21, + "score": 14.16, "assumptions": { "scenarioStress": "moderate" } @@ -812,37 +812,37 @@ "gradeHistory": [ { "period": "2026", - "score": 0.71, + "score": 0.48, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 11.26, + "score": 11.17, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 0.3, + "score": 0.2, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.3, + "score": 0.2, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.27, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.25, + "score": 0.16, "grade": "AAA", "pdEstimate": 0.0 } @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index f80605a0d220b9413e0f19ef9b58b51df254aace..d94f3f1626435e7a80b33a074a7d5c87805207fc 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index bef9f320756af163cc1f407df096540b1bb171e3..bbaa054c4c2ab56dd3cf2f88cfd047776e431e7e 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,28 +545,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index 2954a2cd2eb069bb188d7cf6835f825dea129143..d6a27b354b42bac907ad6d7315452418625ea612 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,28 +1217,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index be8cc4316cb2104a3b136e8d9681286a15b63d85..26953dd3a887aa930236857eafa4f8081422b00e 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1162,28 +1162,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index db70ab4cbeddaed7822165ea026d0c976ddfd2cb..c186e590436dc1b32f826696aad077cf66adfb43 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index d42d2594673c5438e9786695534f46443b45c779..c0d72a769548ae0df9e032acd629aeaeefd1eb4d 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,8 +1294,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index 32fe3a1cc7949b2862d7beb8df2df7acc5e18e0d..a26ba68b49bdadb644561e7121a3136a84b71dfd 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -649,8 +649,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,10 +680,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index ca6a2b6a56432d7d18c7563cf2db09f9178ca840..b1ce4f2b4479c2e9c7062a0e6daa12f5cde78b63 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index 53695d02c04f370458522a8aaee5346fc6428804..c5b9ad50013e899538ad87a551407953ae58c5c3 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -736,7 +736,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index 4d5e4c79bed024fcaf2c132c0f3f6d103addfdc2..ac0c2f3d09271ba8489c0e38659ba24d75605a73 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 75495328991b18f9005b5ef412254d1dea414146..ed50e222913653fdc2273c836af314db62f13d10 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index c3923e24352e63cd57dd7e8e4ce71276e9f4a071..7e0919790b5caf4843eb8ca90ecf2741c77423de 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index ebe61f7b5240cbb8eb0d27175a87bcbd747a4785..ed6d0d48f0925fe5213d17a40f1fbda9a994a714 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 7137.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 6884.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,28 +1141,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index ac2bde90e693933342394df273dddea4c7bac73e..febebbac053014e262270b6e4968d482b04a3a25 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index 2e35415b4b86cd6d95fb91c84cea27888bb3434a..e34cf784bb6269e02fa7e93dc4cbf5f7ac70543b 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index e429449d5a8fd00f953fcb692810359b2c07dc2f..29dd826491aff99ff05b03572ad82bded3695b76 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.14, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.14, + "grade": "dCR-BB+", + "score": 35.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.46, + "grade": "dCR-BB+", + "score": 36.21, "assumptions": { "scenarioStress": "moderate" } @@ -747,7 +747,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index 16c65f6b4b32dba5b731c496ad5d0911a5f73b3b..9cca8627f178325b25f4d74ea6b551a09651718b 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index 7b22a0f250f1fd7e96b0643a54f73ee639c93d1c..be33db66c6e0ea07edb2b345ba3e2535c9adf3db 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -997,19 +997,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1030,8 +1030,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,17 +1076,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1155,7 +1155,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1164,7 +1164,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,12 +1399,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4ce983f3a41a", + "target": "363260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.266 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index e73ae4ce272cc8c1ff4e8370d110d389dde389ce..6bf9e1869fe8564089d6053ca53ac0382f73007c 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index 67b09c346f753fdcaa2e122650c388279bc928f7..bf7a2f2732ec73b4cf63cb62a0397d9298453778 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index ba93838a872b5ccad66437fd29b8578897d2e316..b270062472b9f0670ea7f610bff717d380ac6244 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index b4e5370228a2bb7767a4f86f02b8b06ef06aabd2..7932086217756934ee4811d09455850e8b19333f 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -257,7 +257,7 @@ }, "confidence": { "level": "blocked", - "score": 40.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -274,11 +274,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.0, + "value": 6.36, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.9, + "weight": 20, + "contribution": 1.27, "sourceRef": "axes.자본구조" }, { @@ -299,7 +299,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/365330/axes/자본구조", "status": "derived", - "detail": "위험점수 6.00, 가중치 15%" + "detail": "위험점수 6.36, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -379,29 +379,29 @@ "gradeHistory": [ { "period": "2026", - "score": 0.8, + "score": 1.15, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.67, + "score": 0.89, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 4.37, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 9.97, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { "validAxes": 3, "totalAxes": 7, - "validWeight": 40.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 40.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index b82dcd77ac6a034614bd7cc532e5394c6afa779c..eac0ea647ce46d18240edfcacadf60144593a4b7 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,28 +1128,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index f4946c0909069e789c9e5364dd9b47d72350c58f..653fccf898fcbf0b11f92d4771912f0d4bef41d1 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -770,8 +770,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -801,10 +801,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +814,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -928,19 +928,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index 4fe1d16bee43888f28af8adfc5f608cd6354ddb5..9df925f250b99f3086e21d6506ee9626cfb04bd5 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index a67ef2ff08fc3adb026b88b00001d57931d67950..7fe532a3bbb1023dfc6265d975572077e4c3842e 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.58, + "score": 43.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.33, + "score": 44.45, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 59633ace7cfa25aceac04fae7e33027c9b17250d..96e7f26a5938c10f40f2c1f02b9ac9b598d25f88 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index 5e222e343d1b0fee0c8ee47cb60b211ffab1e836..71a346bbbdf1d018d920b1fb5ac069f31c52a6d9 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index 521ef8b23715117b8569d85ccab0e6034bef44b0..df254830391d55e8fa2b91a21c2059dd0ef2611f 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,7 +1356,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index 87e91ca27da2db15bd38aa7b27333f6ce2862612..36b6b973ed85bca38c2ad0d5639da0eccaa1bbf0 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index c88214cbff9808c997c53e44386f4ae8d3a3150d..099af79cc2b45fa793fae991f6876c17e63c69ab 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 26591962debc5849db426a4c4c46c72963d911a3..32b7e420cecda1518bc451f9fa638d6c3751d787 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 23.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,28 +1142,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index efb5d2f2aa99ca42fe5edd1ff0c900d21ddbc708..dfebd959ed05d25977e69a491f479b3f7644efff 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 5e29db57ed37133b76e4c64ed1137196552ec806..f72fead60ddfa4d987c26ee036d25220bb30b255 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 289.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 295.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index e12d906c727f828bca5844b6247045e0a1d1933a..650cb66149f0ad1fff25842c68f902c6b89523e5 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,8 +1420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 05ef96cec6d35994cbd972c597610843021459eb..ee0951cb421e3d932e00b5715f4ef39778bcb4c7 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index a211bbc6be17c4a691e4f484b883b857c111fa41..da0450ba2d11a6a3f18afa88b5f69a4aababa830 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index bd73a7511657babb320b6ee65609142a68b22d8f..d13e0bb0b98d0dd3e9b0fcfcfb313832b810c290 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1394,7 +1394,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1416,7 +1416,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1434,8 +1434,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index a93a32a4058de397b34e65fd92b9ca05983b24de..d0051c8a237a24a770d6350a360fb38ba755a8c6 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -942,10 +942,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index ec4dbc98f814b8f5a8ac0309e639cef857b4f2a3..19b92d8c48460f99958e97a7172a4707d9015c9e 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index b550ae2a11af2e164f327438469c31113068d2cc..ad7801434f5f38f435ac3cc21f4b2e04cf9e1267 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index afcf67cbf682e84057e8fdce8d54c843d94995b0..5c3f4362564716f7530b0fb91f35bb3f6ee85be9 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,28 +1133,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index 19c1aa430fe1efe089ab486149f6b6f97d3d0cb4..7e97f929050e8dbb25b1ac80b83648c56cdb725d 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 75조 (시장 지위)" + "시가총액 82조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1040,7 +1040,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,28 +1224,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index 68a0a167297dca881f6e0556e24bac7d77771e54..beefe49782b349455d9d43440b49e6626fd65ce0 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,7 +1150,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1159,7 +1159,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 99e3a28f466d7c7e03b9ff66bf30555d14c73cd3..0f9a1edff9783210ca3111cedf0bbe9bddda4402 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,12 +671,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index 1165eecfec95567131f1170cca776054925bfbc0..3f00af949c9691c8f6df7369592ecda8d5e6faae 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index 7a1f037f2eeba033cc135473352610fa5e92c602..8fb2887f3bec3bf19d4d9903a0713dc6c72517a0 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a4f5ef2950e5", - "target": "376290", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.48 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 93ef3a9b0cf8a130d1fcfc90b3a4fc035cbd07fa..d638b40daa8288e738109a60c1c423dc5c442e0b 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 766f8e3054b863a13a99af6bef76a3b0498bbb87..97d145058e48d721f8e10119faa7d8b377dc17e8 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1555.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1315.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 1e6d68f94eb5281fd7a8971484a960ec465f4257..45f529f8472e7b4bec206658f5d4b316fc305788 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 582.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 559.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 706d2441dcebd484449588b997157044749a5fbe..bd2476114ed68ae10c6717b89a5d6489138fdea4 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,10 +1072,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 53820797897fc839c6651539990012951a4f0c9e..4f669629c29c1d79aaa7df4204909406b262dc1d 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 871.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 849.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 29c696d07d6cd454346582ba8cc95a4e3b5aca03..69327f5a9e5b599f2857278f76a5bddb53a75311 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,28 +545,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index 54dba0610ec04fa9dc7eaaa095b6f2ce19865619..fdfa2877f376a3731190dc6a3145f85535df7c93 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index b1aaab85df69cda9e5c51e0db79b900e6506e749..d79bf7b9d33a23ce64c8f90f54f395b20ddad2ea 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 9e6ececdcb5a297a9e36957555425fe0eb65c64c..9f190cf0906fd32fd57ff1c723a002c06641f8e8 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,8 +1373,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index f1ba23eac60f55994aadcb8d9eb9c7adf6d3928a..d9475e532081d32cd6fa1ab300dee5c6c69c9e56 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 1ef58d4fe33fe31706f31437c0826c85ee8d5422..f01358d1078fbb62ac7e607fd77d2c8a9589b3c6 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1083,19 +1083,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index 577dcde71c90cf6bbc32aec79eea22beaad5cffa..9d3640a9c629947bb9e38cd0973a689dde8e9480 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index a8065fd7c306613bddeb922e72771500ba0b8fc8..c97b688cab6f3507bbd13792781d06569a7ac4d7 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index dd93092d717ec2f7a001a0b1b758d7dae276e05b..79af3015bfa5ab46887051a58e9e8c1913e9c6e4 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,15 +1356,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index ea951012dc6dfeb7cd5e1a3701ae581a38d1585b..da48b9dd813e516393148c314cd1c39b4599f3db 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -835,8 +835,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index dd20508fb2ccd5b68331364509a3872060fa07e6..ee82cb4cd6a1ad4a3dda6ede7a5c94599c604e0b 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index 4a4079bf26159ae5f39ba57f49ce51b009b8c47c..59ca5d19fc14a3e8a31794e8cdb052220c476fe5 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 516b44166321833839e632976c80e9dcc076246d..51e35535ba293e12f2f32ace1ffee4cabc31c63b 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,28 +687,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index d00e6403578400300009dc43a20ec89e71a3e8c5..5306381ea6c04a1da2170d3dde0900fc89d6c67e 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 96c419cc77f98e6cc0f5bd45ec9bad90ee6e58c6..312c9bfad84aee9ec7719aefd738512ede685d25 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index 72163d1800996cc121105f3afcbe4a45e27ff3a3..d688ca891b7aeee5554a00474d480b55cc8918bf 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1165,8 +1165,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index aa45ecd618c55ef36fe4f73bd8d5a7c473bd5f46..453dde6784cf32e1d0c25d0a71adcd0328da7f88 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,12 +673,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -803,33 +803,33 @@ "gradeHistory": [ { "period": "2026", - "score": 4.32, + "score": 3.57, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 38.29, + "score": 37.99, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 25.98, + "score": 25.68, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 14.49, + "score": 14.29, "grade": "A", "pdEstimate": 0.06 }, { "period": "2022", - "score": 8.19, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 7.89, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 6abba96bbb2033d08205f632fa3996bdcf570bfc..7e7e27f64676f1a273c82809e4fa97ef66b7dfc4 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 6e63dbcaa9a3e895cfe843e4f8e666bb1178928c..dc3b348beb27581361716b9f4e1d83e1075d2454 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 138.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1395,7 +1395,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1417,7 +1417,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1435,15 +1435,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index 3332c426fdf8643017b0b8c3ab5ebe9672a0731b..2f9f64bfc3a20ec6cb441deb478815723acd43bc 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index e412c7c6820342e88c12aacfea9fc6c81536465a..a2ccd5f1ee65c9ce19672a43dc0dc8fc938cdf91 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,10 +1070,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 523d60b853e63d6a91d97325043ec060c3a9641e..3b6e3f41ff341bda30b80fb995a68ff2a71e2e92 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,28 +1202,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1536,7 +1536,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1558,7 +1558,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1576,15 +1576,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index 065cd3a4efd70b3da5958a0e8fb41a7406683831..ac34fda77c38215b41221b3d595e0739d8ea50f8 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -868,8 +868,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,10 +921,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index e587d7dbdd5c75ef99952a640c5998b3b5e09380..b511d2a8f3177a4b29f59cd65f6aa16eb81ead07 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index d1218369491eabbae3d98175d328714808767f5d..31f3ad50547f4bd3f55abac3df1428b5db4b8076 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -893,10 +893,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index d767318dfc22eb18f3aa0bb3dfb4751af862ec73..cc96f59aac159ba3ab758776cc98fa274fe09abc 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index 7c5a3f038319ac8eec87bd626cad463662c07445..cd11ae7a5138aff11c06911fbd8a9ef8d1d0504c 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index b04f8a2205a663259c2939ebaee4040c7496b52c..2a7f685eb74c80fd0b7e951af7b11057c6dc7a37 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index 10f04f3507febb9b0b3014650269635c8193be3b..998aea5c73e2055257d4eeb1fa7e2da3b2a83076 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 75f8961e61451a98cf9112bcd09ec33c5c0fd52e..606e8ee718fdc5b334802d2ab5a3f8c7462b2383 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,28 +703,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 0598cc7838db219fbf4cd73cedfe9ee06c1529d6..26840bea67987d820af0660f5bdd2a162e6bb7e3 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index 0abc772513bd63d141c4eb25457f1b1b2bf1f000..e6762eea7de815187f4ddf38364cc897d142aa34 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index 3bcb4367171fae3812b4082361c89189feb75fe2..f5da4e44a57a12d0b795d187e2b04421e6570dbf 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index 0a109fe8cccda576cf1089883b40dbf226eaf63f..0ce935f03392ab5f6d934d09dc32bd6b4465c9f1 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -650,7 +650,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -694,7 +694,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -808,19 +808,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -847,7 +847,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index a61de4de6a6bba77725ec96b4913aadb20b375aa..cbfe32a50c01c11604c76856fd678bf8cd8dc8d2 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 27.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index a56a9f054b156cce10fd1671599fe65224021dd1..9a8f222938bb351f89c5b767d061dd34ec4e5aa1 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 15.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index 168d850fe3ecc133a4b29f58335878496d2def69..c5ee7588b57f4079ec0015a9dd1c6d108166cc56 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index da30c8536382df915392f7d30a9d3f80b9d86890..99c366e1b2bb68c68518f82b9f5f3c20a2724e6f 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1071,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index f92a700d87223b269a1335a763bb8423496927ac..4708038487ace53ab981ba697c92fb3a935b145c 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -657,8 +657,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index caea0ba6ef7ced3f1a4efc77e90b3e688532e319..5095152791998a1be2dfd50be1b1f9e6a0344bff 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index 853ce806b1e94f465a54f078bd324b6a704bc352..8fefc8be29f0135074e0b96c562b14c56bb22008 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,28 +703,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index 4060d9624604f03f3f017cd2b837a956d8b3c8a3..67a672125fab619da2d3bad7f784622b3c989bb0 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,10 +763,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index e2c6204e1014671d806907e1b3bf6480fe043a15..7198d591f04fdae36eca2a03cb10847a5d71f15b 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index 3b62ab80b3cfd0fe99b0e445622460dc61de551e..179fb252417ab0f7d2d41cc129763830e91c2793 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,19 +1121,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1408,7 +1408,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1448,8 +1448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index f869efbdb5b8e0c67c7e52c2e6b75d106a788661..e1c12d3c912d541b1af208d1b4903123c0c7145e 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,28 +767,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -823,7 +823,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 2b2e46384e63593ab840b3b12ec3fb0338d707d0..14a029f82ce6d494d5a6cb2d4a4dc6d65531ce17 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 511c3fb63ed4c32a4823a6a900d8d23d698c1764..9ad88fac1901c07cf03513736d747de591da7d87 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 83d2afb51ef5bf29baf8700fcebd50b4e5e10e47..4590e10bfff7cc2a6a5de0f4e093bf943034f0c5 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 15a56ba7c0291e1011a4d370deb5f45fded1f8a5..c9852f06cbd770ba3b588a0de37dbf144e75a9d6 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -376,8 +376,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -407,10 +407,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -420,7 +420,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,28 +543,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index 47e574866d2afb518968242de4ed37895d499000..94faa4f204f63507beb1151c7afc7910dddddc66 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -647,8 +647,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -678,10 +678,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,28 +805,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index 6386ef2800eacd21658e37517ea258277b5cfbe5..2dff181d8755494b6c1a0692c2c4392f1121cd44 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 9ccbcc0fddf14cfed96e16f0670a849e120aab8c..b209ef1ccef38b774b5ac8cbfdc7b45b924634c0 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 7bd3b7cb7c717468f5f82e6d216127ad3e847738..82202bb51725d698fa9de937475dd3fdb824da12 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2022", @@ -48,10 +48,10 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026Q4", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -243,14 +243,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -365,10 +365,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -397,8 +397,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -437,7 +437,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,28 +551,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index 7528c071739e22e0671780b3bb4dffc7796c17a7..bd3e68a974187c3d816d48b3a911bc0cb7dcd940 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index cd6a6b037d3f50ad97756fe13fbe6e0fd2b61deb..04c2571823d6822f1e1d26a96e498e41deba30e7 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 21bc5f56d34fd84821c281fd9c3f4a47b92bac09..b3414a8cb06b9c645ec82218e48da017f33675a4 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index 36691e97be590fb71ec4a9277bf28214605f6178..78e004ae5ebf2c05c1e3440a18f634773a04dd80 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,8 +1416,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index 7a81edf852b9b19a09866ae6bd7a19dd4dadec66..d812ba6677a9eb881f3b9783cd1379565504f999 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -407,28 +407,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -471,7 +471,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 1f299b067be5c96300abc9e490524da1d9138a12..794708a75871d90408edb685de45781bc32c4f7f 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index fd910b4d1d03f40033203e38bf51a6ffc0f64113..001cd8ad89735a12d1ea13d2bf7f0bec5a581e22 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -951,15 +951,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1103,13 +1103,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,12 +1360,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:179bcca7e4df", + "target": "402340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.955 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index f376fc7a558442feaf474c52e2554ba759a0085f..083b595204f5708958f47b15bd135db54951fc09 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index ec21bb2fdb4cf29af5af2d9b42a7ae31cf3487a3..f8cd8afb58f674fa9d6530c81fc59c8e0df8d5ed 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index 086fdee1e74b0836c053eb9646a8fa437f34e219..91f74ca84f70696987958c311c1704aadae73d03 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index 42cfc67be1bd10f1170a390d7884386711ec2688..6c8b0cf51f363439377a41e48aad9ed790597910 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -600,12 +600,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index ca1b61db338742c65654e2c638d6378f07c56a25..75106fa1e812aa132358bc38a25a3310cab91f06 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index d1ba91268dfdcbf7f828bcb7aa1e9d152e0607be..c62674a44b30a1a346fb3258cf9180b45553bc21 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,19 +891,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 67cdea38f6d9ab4e9badd0d5e8b2ec4c2ab6e326..8eddb216fd5311d02d810ea457ce4cc6752f2848 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,28 +405,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -469,7 +469,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 912e69487e40281a357844246d8362c6d64aae39..e2d8ade6918780c1740e5c53113a2bf7b79884d1 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 340.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 336.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 936ef4d3553183bcb80d022439ad4a3eba7bfb4d..37bf903179c5a3f700c97ce69e3362055c382a7c 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 3d2b5bc7ae086ba5f76b0e97940259e89473a447..eb89b42159fc2fe2e29c803c2c6a43e73580fc99 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index c4a6ff664f068addd1ea8eacef110cac221c893f..6d8236c886e4d28de66c642fcd91b80748c47bd8 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 27137af96191f017fe917676f76312cf7bfde416..9ca1c661b92c3abd2d8854418592be4fef3f9a02 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -907,15 +907,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,12 +1309,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b05e4bfc9530", + "target": "407400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.485 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index 5a586a195b5982a8fe354e8e06e4c71eec3980bc..b8f761b223558fb4975e320a236bac337c8b9638 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index a008f85f640dcb9510fe55b94b6f98e0b25d2cb7..861b50dec8158a7a4581173409a168fdf29d7bfd 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -856,7 +856,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 2500d56fe80e3f068b96bb594cea4079dda2114d..c8cf6887460bc23b3907e758cdcb7d29b4e2d867 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:66232aff94ad", + "target": "408920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-12", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-12", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.79 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 51e34a5535c6dab62e4e34c38b001b57414fd274..d5e002aaac206569cf880764ee7850aaae1411f3 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index 4bfd81f3c89fd25fd1a584335860d4fbe763e9cd..cdbeb66fef33dbf221ddee12e689d7c356fd20a5 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.71, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.35, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,14 +693,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.71, + "score": 38.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 38.73, + "score": 39.22, "assumptions": { "scenarioStress": "moderate" } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3db833873f54", + "target": "412350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index 9dcbf9bb04605a0b6f5f5b06de97c888a477f22c..3d98aa976b96ac98d3bdddc6e4f701c9b65727d1 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 1f20ced873aa25137b66ac793b843bd6827777bd..9a91b4a068edd6e26b18eec0dbd51ee98e681684 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index facdb5fa1e5aeec85cb333e3c3d33fd80ed096ad..c07285aa28698b583fef9c2130917fc541785537 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 2254649c2ddb012863d2001275b8aee90c4b9959..b92b8a38cb3e294b5a26c91e0e3264ddb9e475b0 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 985ffa24b6b0df45266651e42c819a24f7755f74..13a20b006ea57f9c70bc9e17abf0dd46708c1ab0 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index def5c32ff5415cc98f3770fc9c1df4ad754c08a8..51d483ec2f12d7fbaa14582c1dc3560a55e90a89 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 4ff1aeea90a1d76085c38ae5925e15ad9f2f7568..1d86a030684409f009dce04ac46accacf0d1c02b 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5cdc17f82c78", - "target": "416180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 597acb15dd89362cda59b3e27ff139d79d044db0..e0ca14f156f83a68809e088ac4784047708d2ba9 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,28 +1129,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index a04693af56c61d2eb892b81e7bcbcbeefc8617f6..8056168bd9a1888b7fc7750cc34aa0f5963f3d16 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 0c1e236f082c9b66bc3531d6f6f6e864437024a7..e2714f65298e3584935d293fa6985a832c45985a 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 5a6507c0599de3d0bcdff4739e5375968dc8145a..0bef4ce033d622f25f1e7ffce7489aab82688d03 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,12 +593,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index 2954c913b4a284df95819585a0906a64711deefd..38dd2bab75aca4ca6d50f6719af730b2780d7ce7 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -561,18 +561,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.28, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.79, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,15 +756,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.28, + "grade": "dCR-A", + "score": 13.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.93, + "grade": "dCR-A", + "score": 15.34, "assumptions": { "scenarioStress": "moderate" } @@ -823,11 +823,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -969,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1002,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1168,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1185,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index bece564acc9e2ad81e31746ca23ef8d194d8135d..54dc2f43b6275dc4b3bbeff8b853d7dec6543e21 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index e2eb7afd6bdad8271a13c99349dcaec8157c9dc3..5bdb261a68f8e7b8dc7e5a02a2b4ed7ee67fa8dd 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 6ad487e401ef549a860cbdba4c4896d9a6b7746a..039272c13d7a104938d519a074d6116c08bc24b1 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 91391c43bc982416281eba6f8063d3e8af0c7201..686a31d9a382c8cd8c85e207aa72707e78857e59 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 9fb26e4b6b326aa3de39b54bdc2fb52775e1c07b..a76fe3afa27e5af5f7552b23dded7ab6db5417f7 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index f08ceb28199756fe5b1742e497bbad73c4d42761..78a59d35db60bbfbddc810b585437df5c61113aa 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index cb143e335bae50238d6365a4896815b283358fde..7480d9302b66522a4bab4b6aadf71857418343c1 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -713,7 +713,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -757,7 +757,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,28 +880,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index d9d142f4ffa7e87175726ebb01e6bc0c7b9e1f93..a80e5a35ee031925b5018c66f33788ebf013382c 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 9e4ba37fcc1df8c370add27a03bbce1c9bcd9b8b..2aed5979335b8272a5f6ef3ae493998365111b90 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 595.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 656.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index c69c194edd4fbfa66868fb36d4e31b62430840d3..f237b3434d1bacceed00316d6fd58219c9430f9e 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 43.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 39.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,15 +757,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 43.82, + "grade": "dCR-BBB-", + "score": 39.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 44.21, + "grade": "dCR-BBB-", + "score": 40.22, "assumptions": { "scenarioStress": "moderate" } @@ -824,7 +824,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -835,7 +835,6 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -852,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -979,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1178,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 16f9818211a00d9f626f2fc88600c3f9392e9aa0..d44652489e52ab3a411362cc4c10cd86ab890e94 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -857,8 +857,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -888,10 +888,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -901,7 +901,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index b8c4d1677492b5280e6f1742f99c1381bdd9e4c0..bca1647685517cca8f80f03fd662004d43f78776 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index e81b3943618e65cf93e91f5c7fa3bb56ce626281..5a836fde35cf07d1bf973db1bb164c62a15a1e45 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:03b90a49e1a5", + "target": "419530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index 4e97a3ba7ead01e462b893e15b2ec40642834c00..f06ee1aa9ed690dbf1ae593353ec13d26b7fc6e8 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -586,7 +586,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -630,7 +630,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index 74fc2a42b89506e8976780152e5084834f3f6460..4cb3b720794a3be4b68ce6fc5756be9092e2ce46 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 925b2fd69b2d7993c58413d25dd8939e9f18f73a..0849e05655d98488632ba8c61b78bab1edc6c00f 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index d222931c660091ee8057a0941604dbcb14e01f57..fbcf1c39dd43311a838df429437baf590bea453d 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index fbbe96850202527079bbc24490b11294511efda4..109694436376a42d63d49824f73e589f19f0e66b 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index 01fd6af9b55bd536efd1e6847a3ea0b9642e034e..c155df24f74ff63eb862c95b29c5d45994fe9b9a 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index feb6fe053af1f03a379cbac84dc481c445bc7a6c..235566836eb5eab882e2995bb223aa909ebc9399 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,10 +751,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,19 +878,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 30fb64875ee522ce8b3fdf2ec4bda6e791140aec..7e76e0477b31a72b14f11220a0240a2ea9d30e9b 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,19 +1191,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 599b18598008550d36582dc631ac122b17bfbadf..42736e256c4297d26662043a3d01d1b4c9eb0354 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,12 +661,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,14 +704,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/425420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 7.18, 가중치 25%" + "detail": "위험점수 7.54, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/425420/axes/자본구조", "status": "derived", - "detail": "위험점수 3.06, 가중치 20%" + "detail": "위험점수 2.38, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -756,14 +756,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.26, + "score": 10.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.26, + "score": 10.86, "assumptions": { "scenarioStress": "moderate" } @@ -791,25 +791,25 @@ "gradeHistory": [ { "period": "2026", - "score": 1.89, + "score": 1.14, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 5.06, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.97, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2024", - "score": 17.63, + "score": 16.96, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2023", - "score": 1.36, + "score": 1.15, "grade": "AAA", "pdEstimate": 0.0 } @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -973,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1140,7 +1140,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,19 +1190,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 0378fa2a54b321b3ba553531e11f66f10cc8e9bd..3364860eee92f5c6f31c193f1e3f1173eb7dea1f 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,10 +664,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,19 +791,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index 5f1eb9f36c3f82e20c6464157b2a314665fa2cab..a6e820ace624191cc57651062afe0f64ca2ff16c 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index b70d30c17d53cc1b894b37bc6a5bd952b35a979f..dd8ef84bfba8ddd1536cbeee08942b47fef3aa7b 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,10 +753,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index fe45f637ea49235c7a107903e27acf4dcfacb7c3..4c43ab77a19195d547abcc6918ba66439b0a01ff 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -841,7 +841,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index 2e6aecfabd68f0139a75bfe8a0b25276dd4327ea..e6928f3169f4de1f5b11b8a3e84c80c628f28be0 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index eae8f1f4a1bfee56696b89b1c9b151095ad8abe9..c29a278d68c8effccc3530db11f98172f1030e3a 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -563,8 +563,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -594,10 +594,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,19 +721,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index ff99d0bd09fd741f89f84f6905efc91d146ab353..d24f35af07157e308145a2f627521b84b3b57c67 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index df36a18a39a2e8c8e0152cc70c53598b3bca5ddc..b6fb4e0bd754bba88768e802c94d029208f17a3f 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -898,19 +898,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index 6adf11a7a9f0f8c00b6de86681270fef192483e9..f4a2aeba8258fb2fa07a6d677ceec1fd407b1a5f 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 3e781e859108bca5b5d54126a472aea53735dc6b..3c8680f3761891b27acc5509dc92513d16be7ba4 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1414,88 +1414,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:374995b0b89a", - "target": "437730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-05", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-05", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index ba284e0ac8d38f1cd2948c786f394d02e18475aa..7079914b2d09b6ac5b0cf908f25a7e3564c2e951 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index 3171357ba5606a8b0dbb8b834456bb462e0cef3b..df4882192ff60ea3ef4c93454ed53034e10f2ebd 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 70931324f368ede53c6294cc8e529a35e7feb061..16020f9f1536e4f103fa327ffb05d9a5e1e5a5c1 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 78d403cf61a2afd050bd9ae8326090975c4b1e7a..c5a012ecbeab6c90c8221c9b34957d15a3364f1d 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 70635fd1ef03497a37ee16d0c7d4f2bcaa85bf13..df6a04b1c1d3e70c9639bd0d50cfc001351d98ec 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 8a9ab85a1bb7c68456b76f08a199a625c30d8219..d3bdf8999efacd9fc6eb975d2f570094d7301b47 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.36, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 46.26, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.36, + "score": 46.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.06, + "score": 46.85, "assumptions": { "scenarioStress": "moderate" } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -918,7 +918,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1000,7 +1000,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1099,19 +1099,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index ae40436c7dfaabe6f4c3286f9667498705183f44..ef0b5a38d3dd87b632430a1b0e9f0272749aae35 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -494,8 +494,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -525,10 +525,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -538,7 +538,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index 6b968a2b2f5267693299658e8e3beb727619b9bf..f677a1d63e463dc6a11f35f3cfda39add57e795c 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -822,10 +822,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -855,7 +855,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1021,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 2ab39c2e5fd11312bece36dc4ba7d7348e50b16d..b3105a89c1a0fefbd7dcca458cfdb470d937f151 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 10.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 3607b12ddf8a133a27c4a949e26ee8d599cc7a22..a56febc4314fcbe29eb5347d57ce753b6c7be389 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -846,13 +846,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,19 +911,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 7b45bdb2b25a156cf1cfb861d6702cf138cd1a99..357426fb73f06bd5023ab60cf4a4f530d76de5eb 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,15 +1407,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index 85b0e38b36606fecd56310091a436fb8332b64b0..ad1ea1f72d3f55fa57a4ecb3e84545be1658bb7d 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1414,7 +1414,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1436,7 +1436,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1454,8 +1454,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 4d8b1f30cf3af42f08d932b14cab76c6dc94d458..12681823037e69edff327d25b5813b97c64e1ee0 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -266,11 +266,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.52, + "value": 1.76, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.5, + "contribution": 0.35, "sourceRef": "axes.자본구조" } ], @@ -281,7 +281,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/444530/axes/자본구조", "status": "derived", - "detail": "위험점수 2.52, 가중치 20%" + "detail": "위험점수 1.76, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -355,7 +355,7 @@ "gradeHistory": [ { "period": "2026", - "score": 2.52, + "score": 1.76, "grade": "AAA", "pdEstimate": 0.0 } @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index 645aa3821cdbcbf09826ea688d03d0042e58e7e3..2cb0eaa3084b93b6e13098b4f7e41d7dbab73496 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index b70d62d37a7e0633dbb4f71e80e70cc31fbfa89d..6e6491c0be0642acbc3234dbfd5b0c5565d504ab 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1107,19 +1107,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1401,7 +1401,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1423,7 +1423,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1441,8 +1441,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 007af0fb52d37703508f8070e82cc9ef796bfe9d..04570a9e98fa14123c8a023c5021a13d9df81ca3 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index bdcfd84f217a519bfc123512d7035680cd2682ad..12feba02f0655ed7d1ef731e35e626f2c7310339 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -840,7 +840,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 21b44b1ddebdb77c0d15a86e65fac606a96351d4..232d8d9f1c944a4f239bbcafe0a9ce9ffbaed805 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -739,7 +739,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index 9e537c0fe508457522833e1735ee4845f547f833..c3e189c2b8c37bc0adcc2f7c989a90b75524d3b6 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index a35315955a505e1202a17713702719884eaee648..788eee4f86084a7c15f471700f90f8d75c9cf392 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index c3654f340c8aaeb3ef6c0bec8b2ca3f0f5c74505..61ffe0e8fc1ac5c71f2a9ad08cb0ee8b0b377430 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,10 +666,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -679,7 +679,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index ab054aa227329a73ebcf7913c686ca4b58b43288..6bb4817d27832afbacce75a337e976b6676776cc 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,10 +1044,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index 836ce363a9e28b48ceda9ba46d5a162575bd3b02..d6eb37e830643eeb6f94f9180e575fa3d6d323b8 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index ef288e50cadd6b9b7b2af2d77acea0ad71558dba..083a737fb004f8a7f9b065a9205138f73593aa85 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,14 +236,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,28 +544,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +576,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -584,7 +584,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -600,7 +600,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -608,7 +608,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -616,7 +616,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 42517420a429ec2db755a97235af2519cb79ad24..77632139a4614237f278459f328378266407daf4 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index 98c060810bd20600b1279ac1d03a6b7e212ca2f2..a37ead75a571b5f0b87756248ce61901058d135b 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 94531243be115022066bd3ccfe531dc21c1fc3b6..845f221a09fde582c5cad03b7150a7e20de922fc 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -509,7 +509,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -526,14 +526,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -700,8 +700,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -720,7 +720,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -834,28 +834,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 85a88e089ac542e48ee0e25feef0335e4494db94..e66976fc158860987bd2870babd384e98d547ae0 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1034,9 +1034,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,28 +1174,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index 930503ba3fd4ef0ed7725bf40c9d7ff5ae4cf48e..ae84f2c297d70f9fd0ef9ac2f9936fb9d717aea7 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index d528a756e3083942ae663eab17b829d9a26e43be..d0d731514104668a3762b9062dfef6a511baf6ed 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 8a93ab3d795302eb5f254532fa338ee3c9067180..1149554cea9be3f1f4d164f32c0802b3d0b27d4f 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index a663e3d9773976828de661729af96dc6818c65e3..6615fed14eb3005ec085e0674b7c258df1ad7ad1 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index c37c8bd0569ccb33d0693d42e8d8abe3866074d9..aaa5699f8f1a3d27be0f9bfca6596e2e900a7686 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index 65d851057a57d25d84feab5bf6b8fc787e6b9f02..31494b715d0a1f95597049c86b2f5151c6e45b10 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index 40c578ef2e2627aac8fc6be2baa8d55d4d7bf438..89c21124945aa3faa8a4aa54a0250e96c9036f6e 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,28 +801,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index 68e6b67a182e9e5e8541200d01b5c796fae4f4cf..47a3426c6408a10c2db843f4535ea77fc0d07d2e 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.75, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 34.35, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -523,11 +523,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 7.86, + "value": 6.46, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.57, + "contribution": 1.29, "sourceRef": "axes.자본구조" }, { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/451760/axes/자본구조", "status": "derived", - "detail": "위험점수 7.86, 가중치 20%" + "detail": "위험점수 6.46, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.75, + "score": 34.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.31, + "score": 34.82, "assumptions": { "scenarioStress": "moderate" } @@ -721,19 +721,19 @@ "gradeHistory": [ { "period": "2026", - "score": 3.59, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.84, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 42.74, + "score": 42.18, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 36.52, + "score": 36.06, "grade": "BB+", "pdEstimate": 0.75 } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:321c6a4de913", - "target": "451760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-04", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-04", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index 242241cad1e5f140e94b8bad33c0fa8737b06ae5..85d7cd6840f7ceb16db9e75708ba7e5b4cd0aad5 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:06c53ce7eed2", + "target": "452160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 5990323b2d761203263b1752dd121d5402ab8ca1..ccb0731eaa79faedd54bd42b8a158e22c183f712 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1046,13 +1046,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 41138cb678c88be8e17531dd1d70cfd18518914c..2226d3ab14217cc810583f1b3b029a7e9c86eb3f 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index 50b199d235bf1ca5d79f4fe4153184215e5a442c..a61cba53456f71bbb0cfd1b333478fce9bae3039 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,28 +1174,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 094d43b3119090cd1e37c931df8df5a2fbcf527f..b7f837e6f366d407dc1d337aed147dd16f96e71f 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 6ab7639a502b7a12dff575c4885a2d0760b27edf..a1597e693c9d38273e29911ca73ffca125ba1e92 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -513,7 +513,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index f3adcec7c6cad6a97b73f6b543aebeb55973f7bd..6fd7e4ac9f8e325327aac384807b31695951d3d2 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1110,19 +1110,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 8725eea50f2a7dd5bb32f175bcc4b5d54f05ddee..a0b13974452613049c10539ea528475feff786fd 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index e3af6476bb1bb46bdb0f4620a2a4d2a8741087af..8201c1da9479f020042b3356907c83a1b55fa8e9 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index 344536816916b93915efc7e0db045a3ede05c3ab..09b1031fe4d5dab5807ae90d14199e765df7f776 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index f42f3c450f248d35193b4635bd85d0580fc0ae0e..20f53f72872707eec49ed4a74617aa8b80cff3f6 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 13d795e0413b48f85636da34750bcb5826acbe9d..0b7ad1a18dae02ee9a7d690009f5150c0bce457e 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -962,19 +962,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1114,13 +1114,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 07c9ed8bdc55d05124dc3c8014655dcf61958d1e..0c95ed8555e34cf31d5f5c192f4296f82f52cb13 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,28 +914,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index f17a8f4d92c9029c49e83a3689fb6ef0095f8199..ab66160de2b1e3fec7a28874191c4853ec60e0fe 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index ad9084dae718df266d55c2e16bac8a1adeaf6852..24f1cec30779d73346f37e6b002c95a8df4ffe05 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -856,10 +856,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index 8ff129a2818192384de65b26508cb968c7394927..359e919719e3e1253417b4aa708e4d3c4432bdf0 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,28 +685,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 16934b4c6bd10d843cb0edc7c32a0d89c9154316..c7dea2658c0a6cdc5953bde9ca280d516fe4411a 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index f828155de8b58a96128d17e31eb65bea09bf2694..6bd3e1673acd48faf983d74fe371c0855a6d1221 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 6013dfed0d4467693254aff4a0c8445c1ad188ac..c51279d9b485594c98e890eeb7a91d533f124ea5 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -549,8 +549,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -580,10 +580,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 0f0b23e46f24c4883558b34a7d5469a1fe9d8d7e..01307f1b65b3f0da4244a9c2fdf508dd8d96afbf 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 85381bc15b4396b8b5cb47b8c55642f692881a26..d01f387b779da60ceba098d74012639a6c4555f0 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -639,7 +639,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index 7de47baffe27d75050d9e6bd0750992c8f76fbca..1f12b6b3bcb0a6ddedbabe884e565b86936b054e 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -991,7 +991,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,28 +1175,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index a4401ffe10d2fa11c11ff82139d72cb5f63ab3ae..c4eae466ad01110233082f4ac60f81e80c05f676 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index b9630d6b4fcd8229e5de142781f89bcf5eb306dd..3aceff8775de5bc92e9ccd29c56870de69a91624 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index 66ae85ee7c56531299c91390b1929aadb600ca31..dae6b8ace70eea04c20ecac97301f78701780b21 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index 26167737d3628d51f94576ad1a2671e9072aba19..ff9765f48df93343f87347201d781f60c9b1f3f9 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,28 +876,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index 22f1941ad3e5b90e573672ebecfdbb18fadcf237..2f6f4daa28662da5a4e4814c20ed75c206275a72 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index 1220c5d66e80feefe1824e26a4db172c527f02fe..fa7bb4b2d04b97334a677a7a76e2087cb1e0016a 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -578,7 +578,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-10-01", "period": null, "status": "derived", @@ -598,7 +598,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-10-01", "period": null, "status": "observed", @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index ead0b13ce9fe0ec4c0d79ca54a6fe9a3fa5f9e39..83f2488d4c26d79142f2df5cd9064973a84cc8e7 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index c0d45ea68be37a413ada2da4a8f84ab5d4d77e81..c5ee15a07ebbf4abefd5a190bfa48fecc03e5019 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 5972490a5a45a9a11ed7135d648244561caba461..f4a9278b6914e5350f4c7174000d76188f725b47 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index f626e0bbda0b01d2e7802b116fae5e0bc8a98349..bf338075e15c006cb8be64f8a5e8da7fcd5d381e 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index d8d762721b9c073adecfea570d30c27e600038d8..3c1c9f8abc370764e020d330cbea4c67ee5d3436 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index 699c981fcaf36dd09fbbb5dec581a05c21f3e33b..b45950855850c10123da1cc27533b939176a4c06 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index 31cdb55fc4dde54cb6d2286b010cf77b866d2e29..e078e046ef86fe88a8a37df0ec4ba0f0e4eba55d 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index daeb1d55bb6057088908f640b99686122055274b..44dae90c470d9e3eedbed4cc5475042ef34df470 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index 5e24622068d05e8afef6d88768f75132cf7f1cfd..c9a70d53e7a9e14c1042995238f68c7e2d66374c 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index 27864602cc7086c46e4bb7294a1c74776c35933c..8b3693effa8f63aa8e84be457cedc24cc36ac5cc 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index e9e001d9e5354cb2887b569857b5f0a99459fa60..05f1e1dceeb93ed955624d02712b5a692871cbe3 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index d21a376035f13beb81feee193a82fd79d47830dd..1a784059b1366bcc764b2591379cc1fd82feed61 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,10 +761,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 423906bf9f662ec53be4fe4d0c9f12f44b1b8692..139d05c34c995cd3800bb65880231ad89ddac170 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index a68a76a9cb621c5c217f8a05b33cecee43351e8d..27b6fcb48a6563e1a9d622858711d7b9494c0d79 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 2bcfc4f3299a78b1287b5040629d952513ed1a06..e75103bfc85f70a5d3226c1ca21125b3f7ba38bc 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,19 +1166,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index b961493008eb4c0d3bff520a33edbfb1b460e5fd..c0d6a037605d684bd3129d461645a3d4398ca091 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index e3ee942ab44f153a9991c473e615119639a13f63..290233b269a06b8f8834589087fcc30e6396c899 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index 55d4b52d209aff5ca0566aaa2444628c3e435781..5dcb4b698aa2dff52e154afd778db17c0de3c3c8 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 44a4ece821da7c0d122092e9b389faa0ae5c6a7b..9eb1122d608e323db60ce36b2bfab71fd0661a75 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index 5aef780d6848d52e9de9396ee6ad9de75d520c8e..f69bfcb96a5ea55909e993c1581740f835c2868a 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 8de7f6653b8ec6f8343501ad5d67a3cce1639ba3..2ee279bf600a22228f71e2667581d5981bf519cd 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1258,7 +1258,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1276,8 +1276,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index f776afd3e6f3ce94ba1604f336414878f9daf7be..2de6080406794efe82a90816e2e2918367298001 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index f83599cf39fa15fc532f3793ee2033ec38412d9e..fb4757581d6b0c4b40140141d45e97c2a0e8bcd2 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index 9a77612ed5e4ae24dea69ddf7d21f6e7544cfadb..8058129de9ea9c6b5b536602f0c27fd051bb30ad 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -606,8 +606,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -637,10 +637,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,28 +773,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index d7bdb1e3f7d83c7b9a9782f16e624b55b6d87a0e..4bda01da9ed318e44987d8e0a33c37953c6eb2e4 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index d5aba780b030e9435c79b775275bed1254e67ea8..e38709b6dc450ce28840d804c0385fa01eb8afa6 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 0fe211883162b34f37ba03a81e5e38f0dd130b01..e1bb668825637430d625d1bce568904f98af4fe6 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index e875821797cbfe4d775955efaae46582bde70454..cf9f311d87ca104449bdff41c51ef81c9eff9df0 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index a94a4d9fd0620537fbf04f32a094d96a45339329..e1723589ce7ef0986d0b0b42fe832613c9e24f18 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 72b38087404dcd15d144787df088f6ae4407c591..7fbcbb4c55a55e31f2e17878ea945f08dadcda72 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index 02dad0d9a73c9492fa6a7fa1cd2af2d3696602e6..9ab9786df74ef960c3ba5dbfbf0f300f1833d567 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 330e370228e813981793795f3e1a076e049a0fce..1587dd81bdaafa7b879a043ef4a794028c4a433a 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 4e6a22c21406022ae207b08d64e3e02048b045a6..3b81a0cb1c734d06239bf3dc64fe2a5db7ee03c1 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -913,19 +913,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 7bb73d0e9985d7728593b8e085cc7a6c495cb16a..9591456e3ba0d2acad952217e0146826808d55af 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 5132e2f4e86ea8fc2ac4f8523d89aa04959d3900..69c898fb51e04f1d37fc611b23487961b13ffc10 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index fcdce88f9a9c620546f9627fc817c922047da695..8df55bfb7ddce653674e82535ba65dc25a085b76 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index 3859bc6adadcf531c40acc2a0393d3f6667e7c64..bfa473fce78e7ef7941295ed31a89a116c4aee80 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index 33e5238e243f60871db30cd0bc7b816687fafb6e..250d9c3c61ea15fd88e1bb0eb2bd413a645cddac 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,19 +1114,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index f67e9fcc678f6a1cc8db8184404ecd742fa6dd54..6a86f13c0ed2bacfb2db67da9dc3b5c39926a63f 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index de05ee063b411c2003b2fb7a3dc70121a50d9241..8b8fd1003d1dc92e596bab94a0373e9fa2b3bd93 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 2455c51bf5938e7392d08bb2fcd519d3e1ba2d46..1dafbb170434464de6405667bd9f7782a961c55c 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index f7258573d4ae7082073704e017e90bed86d5f4b9..85cd67762bc3b157341c3aa56088de85ff8db223 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,28 +719,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index bea2571020ce6125f67a85c2b83fffc832263a71..1d2d471346d270b8e26be1ca7cfec5f49c16be4d 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 0b44b6f3a692f5a657e2c210de12859aaee7ee29..4242c8fa74a8f1dfc7f852fbc0c35810a0bf156f 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468670.json b/landing/lenses/468670.json new file mode 100644 index 0000000000000000000000000000000000000000..e649b23488516a71d7b493984f4f0bbb90ea5a04 --- /dev/null +++ b/landing/lenses/468670.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "468670", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" + } + ], + "noComposite": true +} diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 8288867c81b3cd87cfc8d8b8a5a08b5448ebac48..a2523ba9f3a4cb63b725581af029618485d4c0ee 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,28 +727,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index e701435d62b99ffd6b82107216dbad11ab3ee010..405f702920fb0c01f543d3e7793561d1d934d002 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index 01f58abbb236403acb7142f4847bf38aa1fb9f6e..072cfc4b00c3559b917d3984dc8848e49cc81e37 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 23b6403adb133068b4c589ad96c32c6c85d96107..4b196569dff4c3cd61bef4a9b7f91f6964ff1d14 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index eede7bf7f18d1124179da6cd9692968ef9cbbf0e..49d75cfd71a139fb2e3cbcd510726a963beda326 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index a1ac74fc9fda830f4bbab39b95aeeeac6fe1cdbc..408e980dfcf33578bcb18dab59bcafeb4ace6690 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index a681b7048debeca2e82b48d592c2fe058eef71b6..768be05d3114cc98f80d7aacd636b04d48127925 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 935f838d7499c724d144680677ca3be9c313b0b8..31d1a0b8e793e4c59697c704fc0fe3feb2150fe3 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 6e35e964e24a9eac555ed50fb10ab9ac51451a93..80fd5f4fd6128459d8be9e1d506ea2c692614eb9 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,28 +711,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 5bdc50eb03a0f67803d18df061912db58f11e23c..3dbe074cf6fa33c8050711fe5815c3949391b8a5 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index deff157cd1a03537cd95c6fbb3ab01179c8442a4..76faf44c70b89ee277974cf8b2ecc07a0b60c3ed 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,15 +950,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,12 +1359,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7115a64d945b", + "target": "472850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.816 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index a11e6c1357822dbd478ddaf48b058c65ca857728..792491e31377c1b5260041a05909272aa9c39133 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 261640b3f411a77e90a68415c26af77b9a225aba..2a806635366ad0ff1425576235da863482c0057f 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 827a975c0478cf94b5fba87623ac1feedd99b5e5..6cefc848401556d0c884fa8156ef5b47ff659e90 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 6ac9a32e52b43f5389b1d74affd6e691bab8b509..85253925b06311e7ef10c1494fa02bad12fd6f8d 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index 812a13421fc76ec0fc9edd53829403b883249195..4fbcb563b100ae4ab7bbb0f4b7003edff7984ed8 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index 619a98fafbef0aeb0c895e8f3cb543f4e60cab25..93b16711c912743bc7ab90fe6611f0c282ea89ff 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index f586aa13506a091e8f848fdcb620208a5f305d27..833bccc9adfe4c955fda1d92174377d02565b98d 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 6b855bf383bb3f3803a3a9f82fe98313e336f7e7..46e582507b65daaa290e95dfe5daf04a588fa041 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -708,8 +708,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -739,10 +739,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -752,7 +752,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index 21112b6b379a3f8b1e289401d79e8aadbf924808..a6f58bf12256af92c745e5ffb04ff8173e8fd0fa 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index f7ad5d5dbd2c6605855407722934f28fde857b47..fd1a11abbb8a2bbba72035ff0465fb755f64d3e5 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index 2970c41ecae84dd38d558088ecbe2ba181b8bb63..ce766a6f3a07ddc7fb48da589f4c2210a78ac465 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.65, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 35.83, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -332,11 +332,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 12.8, + "value": 9.42, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 2.56, + "contribution": 1.88, "sourceRef": "axes.자본구조" }, { @@ -363,12 +363,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -401,12 +401,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -451,7 +451,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/475040/axes/자본구조", "status": "derived", - "detail": "위험점수 12.80, 가중치 20%" + "detail": "위험점수 9.42, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -495,14 +495,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.65, + "score": 35.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.39, + "grade": "dCR-BB+", + "score": 36.39, "assumptions": { "scenarioStress": "moderate" } @@ -518,11 +518,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -535,13 +530,13 @@ "gradeHistory": [ { "period": "2026", - "score": 3.66, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.44, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 41.17, + "score": 39.82, "grade": "BB", "pdEstimate": 1.5 } @@ -573,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -695,10 +690,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -728,7 +723,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -741,7 +736,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +756,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,8 +778,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +789,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -819,7 +814,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -875,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -894,10 +889,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,28 +916,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +956,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -985,7 +980,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -993,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1337,7 +1332,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1359,7 +1354,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1377,15 +1372,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index d8a20f33ec7aa26d208ddacc75ea2e29c0da5cdc..19b0512cf1159e65c4fc1bc8c9d98d5c058e3816 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,15 +1407,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index 3d8acb417f0b3a70e1355ea4026f8eede964206b..9d984478dd9c71a9d59961b2766d06a68cc0f4fa 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 6a25c61b931f22c58ca41256e1389a91edf390f2..0fa42c3924a59ae93c8faf61e4ebb17a91da5e58 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index c4087d77cffa3c8c1bf8a42384774810c73442ad..fa63725e13bf59b164ead76a744ea550c623405e 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 13e304f6366bc5a7362f03eeed3a517c531db538..69a3bde5427a435f796b9e4826c8cd39548a00f8 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index 5bf8b09ac40ed53ebd06ac31cc1675c206b901f1..e1052b890b1447c86735f383908042d741452dd1 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 04dfa4e6b1417c2d60499b72983099c725b299a8..f2537ba3028f556ce9bbc96779d1da7272030700 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 2ba86485059aa5ce0e5f0b382f17496896cd170e..a5ab26c271245ca3665cd284fe81a3cf6bea7a10 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 3034eca0d61777107152b6bfac812b7c580920e9..ac9e707141a8d36b81c87ef51c3f17b4c168dd21 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -640,10 +640,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index f8603bc892d76805e7a53ed893438ba6ad01abd0..85a62223929c0bf71fed9b78bbcd52581c1cd2c0 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index f01e0e10d08f9414b9c3a2dbd7a7c513dc7c3f18..6b698fe2060895416d187dae4a79269e548a2f50 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 64b6c3949fcbc740ebca53b79e721713dd2df890..08e5a118300ba907ae60d6926bdfcf7c64fb149f 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 62ae98ef1437fcb193b653a7f16377d17bad5b62..6b7b80c6903adf6c5b937b8c05e863dcc2fa8d23 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index ed003d5bb74dbd3fcbff5fcc9851384a5ea88805..d91e12e733a1b21dc86f70a2c0f45eb1fcbc3a7f 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index 1f05959815944ef09e154ef3e37edd745df2e741..9e3a67a91b35a327e7698ce8b71a18202fdcfbf3 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index 7e9632f1b740496204fa6cb8dd29b893322fbd8f..c0642ad3e36ff9d938a300f3352121c2548f53b3 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -784,10 +784,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index 3ee5340bfbf0b835d500ca0878ae2f7556aca9ad..2d8f0b2a86ff01e00341655b1041939a45af0a46 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 3cd58dcd2ed7350bf80e704d78532fbe126c5165..9773e607028ba7ca80c32e9bb901acaf4a382cf2 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,28 +699,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 71e93da4870f1ade21d40a1905d1c7ff43a6f01f..27f9c5b9ac20645d308eb4f75a5144373c5362b2 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,28 +699,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index d3d29bb0ee4586ab5cafcd6b6b0a477082ba6a25..11cf1c8002b737ea258e833faf745a72e7b50a5a 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,28 +699,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 7eb1e22f719b3a9f18a1919e2fe28cf178a78c08..c82ad583276c8042a7b10dea6f24515da611a911 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index c3fefe066a7ae50e672d3f2ea2ab7824fb1dfce0..534bb7a1373a8df4bcef26668deb36b61d7b9fb8 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -532,7 +532,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,28 +699,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index a9c4186dcd30a4ece917ae135bffa8bfea6fdb9f..b0fc88fbdfa2472f6a8e760f2fdea0b38f418774 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index 1298d58759ef8ceda6089fb5021e7382aceff909..ae8e1b7a83c0617fc4535eaa15b2096da962d08d 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 77e964bff2f262a64d6cb481385b79a36fff81a7..8bfaeb2c890a8a1e655fe6883e5fec58a83a8a18 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,28 +699,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index 6061d5e4a47b17ddb0834f237ba9c1a04b443f52..c8208fb19fb831096768d05dfd718a4d14c13e64 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index a41c48e9ac6e574c65b9658d9d2766f7733c07ec..62b157635bdf091f819d89b98073e8146388f656 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index 032d4c369d2d118468e9130c9f204b5d17d95647..62b3124b95115eb018b53ccebc8ed1d4b68dd188 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index 90571e4095eaab29a20e8c7d76ea378c9730010f..707317dbdca1d548d8a43bfced8c66b32ff26db6 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 6d0e05139f02c3e39783cbb6777f4a1317799b5a..91904f76d8424d975b69a463a6e32bdf2db69b0d 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 23f442ea687683946eae1681c01dc0c1b06c4f07..18ef6130f10e0dba6c05b00c0372ee2bb037fa9e 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,28 +715,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index a481b6604a414d7ca3f95cc48c4aa43330d73134..d40eb87a360bb5abe9753240b9d1766999d8bf46 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,28 +680,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 9da711d8fef1c634acc62757f597fe01d113f12e..033f9c7ffd1e8a2ed3736c984324931faa90f6b2 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index eb6cef14e9c18c2d8c56da8f2ef9d5b5042d0bf2..75bbeeeafffe077280aa777b9b60fba68eda12b6 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,28 +715,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index fe5193f132e1f9c675cf7a8c0d5fb9675002f013..51e0f9e1831c30a2e3a17f26848068737d6c1fbf 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 7d4e5b2b0a8240843a710ee6f2659f70efbc5799..13ab3efbd66a8b4ed47d95de49ee740742cd4459 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index 4335f49a656611b75c5ec047ece11a296d542a83..aba6b98535dccf8d7b38cd6c19a5fe146b4cd8da 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,12 +1116,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:36b5bacf4c5d", + "target": "483650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-11", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index fd93220765d83d255931e39615d7b51bb135894a..3f74e00e6b6bae359935b7a898d63f5108ed5735 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index e5a1b7e5194c03f4f87b16599767d89c65d1254c..2ad2e0a1a569bf2cb60032388b2a31e80e79115d 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index b54f71f7f3299c38409c937b2642e3a7f87345d8..a0d3884d3673af123465c0030236822419b987ab 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index b37cdc9000d7d6ca02980a335daece1ba15ddc76..b774a06874b2de784d36e3bde446f909852ddeba 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index 43f7ca6a0c78d2c8aa813633da099cb7864b620e..d9af9ce69f0b31978325f0b5f4ae42103c5feaec 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486510.json b/landing/lenses/486510.json new file mode 100644 index 0000000000000000000000000000000000000000..b9909f5fe1cd0a62c0c225c06b3bc2004ce7b813 --- /dev/null +++ b/landing/lenses/486510.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "486510", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" + } + ], + "noComposite": true +} diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 6ceda0c18f7e18c8cc5d04d43d7b561fcea203f2..d2a7deeeb7a8eca9bd81083b83d2ca92e3570dd4 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index b2859e323b29ba1c1c6f018a309720820cc027b3..da57aa7d243053783b1d0224ddffb495b09a2b8c 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index 4c8579e91a7f2c284e0c03d20c198a8ba165f9de..d396c94c8b989d5a4286ed4c7e8f66f9d388b120 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 9ce5db02a488e064e197ca54295754af6e89cfbf..138fa13c94320e8507f3033ffb503cfb8098d3ea 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 61ee24b9da0672c8d25b71594ab7405658c3e215..cfff4b097502e1ad63d43fa3a19118e0df2962e6 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,28 +911,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index 8e35bbbead805042e265a8cf0893a534fee62670..0660b376bc629f361b49baa53ad5bdd3a9077cd1 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,28 +577,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 1102b07fdcf764e291fb9c3f33380ca318f15a48..54bd53cc6fcd4fe0c1ac69d6b5e99a3f59b330f6 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index d74eafe849b5a563de1dd5622dc9194b65ca0bec..6f3fd5fd07575115f6418528a7819907b7f39645 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 4154061986e93465d2ed9ad94320cb8e0d20fb51..309bb3ec34cf66624725c1fa92f3067a8c0fcdf7 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 0aa925435418002f834895c4bb75369f97ea52ad..3e3a48e89bdcdac3dd75498c9dab7426e03e0bc2 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index 4bbef4638b9b21aa2eded876d75df498b1975131..3af3e1f9b178810bad30068e73438133b904f34f 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index 81d1691551b631aecb16eda1e70e49cf8262c860..2dcb524c79046935275a8787c999b2a91c5581cc 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index accf5442c72c5b7c7494c687d6530b7ef1d7f49d..c366f3cc945d76fa1cc6aafe42ffa958e8a08a17 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,28 +703,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 23a7d9dc183b3341ebfd518eb55043b963bac730..6f274981220f11d097e41c67208ec50ad3c6f599 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 52404775de85971c51b32c3f00ba019be01327bf..78c370fbdfb72e7b3624eb3ffbe8121c925da755 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,19 +770,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index 9bdf032d24fbbcb4a45f7324fda69d6baad02aca..4ea7b2b91a154367f0aa4846ff51838beca94e40 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index f3c2098f8c4b26cbc28862252161acc599ba3268..09aa7c9aa695bc106acaaf85502bcbe8db7d0cef 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -787,8 +787,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,28 +925,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index b559befbd1ee48883a4716cf69e763fdf1525ab2..9c1c17fd403c0c652e0126a0bb9ae6bde95e2386 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 0c4d21e8a56f1650c50b253884307f0fdc4ecd7c..f2cb091b16dd4d6841f189130ccc02fb0e3a76fe 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 663455ee99115c3a60b271e690b4e7cf0360f1f0..d279a3a2de7fcf9e3003e48865f0fabd414e60d7 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 17a1fd5ac2e69e1126496880e288025293a2ed35..8fa1fb4d63eaf57eeb35b48b996072cf12e2529b 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index b4f7cac66b7755c5fc0dd6d722446176f18784d4..922ef469957f8f2f81f65a252780b39694ed92d3 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 295c38e35f2820efb441edfdc0c396e08f89d606..ee45891b3488b517e5492c772f69badda4093fd3 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index 6dde1f1d92ad993f0d4e1a71923d8f2c1b11ea11..418d908507d574631e025a7182c21cad52507ac8 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 656b150d34283550abee6fd87742761cfd22e200..4ed09b7c5ab35352c5455655b4031cca1af2f100 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,28 +691,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 7ea82f9abf170003f5900c9879c0208caf558070..9672efda4b89b04b64c1e96877882ad15f072574 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,28 +707,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 5c0ce6726ea442ef2171ca531f783cb710ab85d4..3af221d2cf82f5fedec3f03588953460c2684fc8 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,28 +770,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index 6d1da0d6ae4e3e59bb8622f2a52520d7f592ce23..fba9ad31046134596fdbf4fc101e169607594bd5 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,15 +56,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "label": "재무 취약 신호", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -75,10 +75,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 91.88, + "value": 3.25, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "negative", + "scoreContribution": -1, "sourceRef": "earnings.marginTrend", "period": "2023" }, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -251,9 +251,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "supportive", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 91.88, + "value": 3.25, "unit": "%" }, { @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -411,7 +411,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 91.88, + "currentValue": 3.25, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -546,17 +546,17 @@ ] }, "assessment": { - "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다.", - "score": 1, + "label": "재무 취약 신호", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", + "score": -1, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 91.88, + "value": 3.25, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "negative", + "scoreContribution": -1, "sourceRef": "earnings.marginTrend", "period": "2023" }, @@ -610,11 +610,11 @@ } ], "positiveDrivers": [ - "영업이익률", "OCF/순이익", "부채비율" ], "negativeDrivers": [ + "영업이익률", "매출 CAGR", "영업이익 CAGR" ] @@ -628,76 +628,216 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.1-TrackB-diagnostic" + "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, - "status": "blocked", + "status": "usable", "conclusion": { - "label": "등급 산출 불가", - "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.61, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "high", + "score": 95.0, "method": "validAxisWeightCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시" + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" }, { - "id": "credit.axis.회계수익성 프록시", - "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시" + "id": "axis.자본구조", + "label": "자본구조", + "value": 1.37, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.27, + "sourceRef": "axes.자본구조" }, { - "id": "credit.axis.회계자산위험 프록시", - "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시" + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 18.98, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 4.75, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 12.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 1.88, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/900070/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/900070/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/900070/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-11", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/900070/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/900070/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 18.98, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/900070/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.37, 가중치 20%" }, { "id": "credit.axis.유동성", - "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성" + "kind": "creditAxis", + "sourceRef": "dartlab://credit/900070/axes/유동성", + "status": "derived", + "detail": "위험점수 3.41, 가중치 15%" }, { - "id": "credit.axis.규모·변동성 진단", - "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단" + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/900070/axes/현금흐름", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/900070/axes/사업안정성", + "status": "derived", + "detail": "위험점수 9.88, 가중치 10%" }, { - "id": "credit.calibration", - "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", - "sourceRef": "blockedReason" + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/900070/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": null, - "score": null, + "grade": "dCR-AA", + "score": 5.61, "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 6.08, + "assumptions": { + "scenarioStress": "moderate" + } } ], "falsifiers": [ @@ -705,75 +845,83 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory" + "metricsHistory", + "narratives" ], "gradeHistory": [ { "period": "2026", - "score": 0.0, + "score": 0.84, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.0, + "score": 0.7, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.0, + "score": 0.9, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 15.55, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2022", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 10.04, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2021", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 11.16, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2020", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 16.16, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2019", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 21.18, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { - "validAxes": 0, - "totalAxes": 5, - "validWeight": 0, - "totalWeight": 0.0, - "weightCoverage": 0.0 + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 }, - "eCR": null, - "pdEstimate": null, + "eCR": "eCR-2", + "pdEstimate": 0.02, "notchAdjustment": null, - "divergenceExplanation": [] + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] } }, "industry": { @@ -786,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -913,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -939,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -952,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1102,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,8 +1376,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1, - "usable": 1 + "usable": 2 }, "gaps": [ { @@ -1240,45 +1387,10 @@ "engine": "analysis" }, { - "id": "credit.axis.회계자본 프록시", - "status": "missing", - "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자본 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계수익성 프록시", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계수익성 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.회계자산위험 프록시", - "status": "missing", - "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.회계자산위험 프록시", - "engine": "credit" - }, - { - "id": "credit.axis.유동성", - "status": "missing", - "reason": "유동성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.유동성", - "engine": "credit" - }, - { - "id": "credit.axis.규모·변동성 진단", - "status": "missing", - "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.규모·변동성 진단", - "engine": "credit" - }, - { - "id": "credit.calibration", - "status": "blocked", - "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", - "sourceRef": "blockedReason", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", "engine": "credit" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index 71abfca24a573b12eb75bdb7ced91a94ba36d3f2..cb3f372cbfbdb6520f85c43b643b80918a81186f 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,28 +1195,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 481bfa425587aef027d00fedbd1ebd9277b29c26..54cdafebeacff40b763ddab14188a3e2663d26e0 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 323eef781e6515f0819083000a615f752a324208..5b5547e6fe52ccc2e3eb696660c2ca0010dfc2fd 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -884,19 +884,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-08-24", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -910,8 +910,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-08-24", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -955,17 +955,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-08-24", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-24", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1032,7 +1032,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1041,7 +1041,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 0b09b1d6c73d7e112f5ac661c025d81557ae812a..02ea4c2d88152d523268a56a4b8efa254d8fdaef 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index f7e37bf263a0740ff478868df485b292ad35bdf1..d12440a1f1ec524d5d6a05e227cd6fcb0f2514d8 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index e288e7dc62b24c84e95aea776b1456038ea2dcde..8a54f5e84bb2e409d0b338b3fede64c9a59d308a 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -929,8 +929,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1110,19 +1110,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 647ca28b9d93483eccb78455ade998ad25c43d99..2fa32534fbd32a8f085125cd8a6b3d0a4cfe656c 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -930,7 +930,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,8 +984,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -995,7 +995,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index 932874bbb880d72eb0b645718e71975b7ae63661..7534a8fa988ff1e7ddbdc9d9e7410918607b6240 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -954,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,17 +1025,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1102,7 +1102,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1111,7 +1111,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index 985e17956cec1968fa51fd0d5f7ad5217a9022c4..71c093f42a5f577adf03ee5742a5c7e6370d2af6 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -849,8 +849,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -901,10 +901,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -914,7 +914,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index d368ba26d1fed0f3b1c4f98feb9239a332576201..ae4bb8ab507cdcbb8cea33da620e3a8c2aadb036 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-12" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 6328be5263797d09edfb7df8eaf70a0c1c7cf0d5..502686670776d9806512dd552963344ed08e83c2 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-12" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-12", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-12", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-12", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-12" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index dd9ce630320c7c2d3af9c38cc6d42f81c2e0df4d..a6d22ef2bf477fee8d30ff7dd298dff44ada4949 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index f3c91fea540efe5c96c2bda96431e406d0519f1d..603dc4e4511f06ac12c3ca5cd891eaa8938693aa 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 9b5912883d116f93efabe466ad68d957415ae786..fc2dddfbbb87bcde961d1348f79f372fc317c959 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8c98d6d0fe3", - "target": "950140", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-05", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-05", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.493 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index db9241e93367fe8a1c6355987ee7576bb4b825a7..3b84dbf444ebeb3dd3bbd79f26bc831ab825b586 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": "2023", - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-05" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-05", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-05", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-05" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index 7838a46087ed3201c29e2c1741098285041f2619..9c736c424cbeb698f03c89c9c1ec921cdb7c35f4 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index fd0e6d687558a887df901a470fff2e8047f8cb49..eb693e4d4d324122beeec957218cf3ed5472efba 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1367,7 +1367,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1385,8 +1385,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index bbd3fe2f243c936f4f2e0870e3ec41b6d3428ac4..cc993ead9759696eb251171ebc5d6b2678c1a7d3 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2024", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -562,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index 285924b0087f9501940d6f1f1161ae6e6870f4e4..0f39d0ba693366f259159dd73013d8b2ee24ebaf 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index a3a3bceac5797fd6ca16d139ec7de4195c2421b6..830ea77df65e07d890aa5403205775703d40ba6e 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", + "asOf": "2026-10-11", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-04" + "retrievedAt": "2026-10-11" }, "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-10-08", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-04", - "dataAsOf": "2026-10-02", + "asOf": "2026-10-11", + "dataAsOf": "2026-10-09", "period": null, - "knowledgeBoundary": "2026-10-04" + "knowledgeBoundary": "2026-10-11" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.24, + "value": 3.15, "unit": "%p", "signal": "rising", - "change": 0.1200000000000001, + "change": 0.06000000000000005, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,28 +500,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.16, + "value": 96.24, "unit": "$", - "signal": "falling", - "change": -3.210000000000008, + "signal": "rising", + "change": 0.10999999999999943, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 100450.0, + "value": 104800.5, "unit": "%", - "signal": "falling", - "change": -11921.0, + "signal": "rising", + "change": 4350.5, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1350.6, + "value": 1342.8, "unit": "원", - "signal": "falling", - "change": -7.800000000000182, + "signal": "rising", + "change": 4.2999999999999545, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-01", + "observedAt": "2026-10-08", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-29", + "observedAt": "2026-10-06", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-07-01", + "observedAt": "2026-08-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-02", + "observedAt": "2026-10-09", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index bee6b814cfe83c95d96dff8605b9e58ad5ada80a..0ee2127262c4c099266502537db4fb29a9e58889 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,10 +1,10 @@ { "schemaVersion": 1, - "requested": 2863, - "covered": 2863, + "requested": 2867, + "covered": 2867, "published": 2843, "coverageRate": 1.0, - "successRate": 0.993, + "successRate": 0.9916, "shardCount": 24, "companies": [ { @@ -23,584 +23,589 @@ "path": "000850.json" }, { - "target": "001210", + "target": "001200", "productCount": 5, - "path": "001210.json" + "path": "001200.json" }, { - "target": "001570", + "target": "001560", "productCount": 5, - "path": "001570.json" + "path": "001560.json" }, { - "target": "002100", + "target": "002070", "productCount": 5, - "path": "002100.json" + "path": "002070.json" }, { - "target": "002670", - "productCount": 4, - "path": "002670.json" + "target": "002630", + "productCount": 5, + "path": "002630.json" }, { - "target": "003080", + "target": "003070", "productCount": 5, - "path": "003080.json" + "path": "003070.json" }, { - "target": "003550", + "target": "003540", "productCount": 5, - "path": "003550.json" + "path": "003540.json" }, { - "target": "004100", + "target": "004080", "productCount": 5, - "path": "004100.json" + "path": "004080.json" }, { - "target": "004700", + "target": "004650", "productCount": 5, - "path": "004700.json" + "path": "004650.json" }, { - "target": "005250", + "target": "005160", "productCount": 5, - "path": "005250.json" + "path": "005160.json" }, { - "target": "005800", + "target": "005740", "productCount": 5, - "path": "005800.json" + "path": "005740.json" }, { - "target": "006340", + "target": "006260", "productCount": 5, - "path": "006340.json" + "path": "006260.json" }, { - "target": "007120", + "target": "007070", "productCount": 5, - "path": "007120.json" + "path": "007070.json" }, { - "target": "007820", + "target": "007770", "productCount": 5, - "path": "007820.json" + "path": "007770.json" }, { - "target": "008770", + "target": "008700", "productCount": 5, - "path": "008770.json" + "path": "008700.json" }, { - "target": "009420", + "target": "0093G0", "productCount": 5, - "path": "009420.json" + "path": "0093G0.json" }, { - "target": "010060", + "target": "0099X0", "productCount": 5, - "path": "010060.json" + "path": "0099X0.json" }, { - "target": "011000", + "target": "010950", "productCount": 5, - "path": "011000.json" + "path": "010950.json" }, { - "target": "011760", + "target": "011690", "productCount": 5, - "path": "011760.json" + "path": "011690.json" }, { - "target": "0126Z0", + "target": "012630", "productCount": 5, - "path": "0126Z0.json" + "path": "012630.json" }, { - "target": "013870", + "target": "013720", "productCount": 5, - "path": "013870.json" + "path": "013720.json" }, { - "target": "014990", + "target": "014950", "productCount": 5, - "path": "014990.json" + "path": "014950.json" }, { - "target": "0165X0", - "productCount": 4, - "path": "0165X0.json" + "target": "016580", + "productCount": 5, + "path": "016580.json" }, { - "target": "017810", + "target": "017680", "productCount": 5, - "path": "017810.json" + "path": "017680.json" }, { - "target": "019490", + "target": "019210", "productCount": 5, - "path": "019490.json" + "path": "019210.json" }, { - 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"target": "900140", + "target": "900070", "productCount": 5, - "path": "900140.json" + "path": "900070.json" }, { "target": "000180", @@ -7728,579 +7758,569 @@ "path": "001060.json" }, { - "target": "001440", + "target": "001430", "productCount": 5, - "path": "001440.json" + "path": "001430.json" }, { - "target": "0017J0", + "target": "001790", "productCount": 5, - "path": "0017J0.json" + "path": "001790.json" }, { - "target": "002360", + "target": "002350", "productCount": 5, - "path": "002360.json" + "path": "002350.json" }, { - "target": "002870", + "target": "002840", "productCount": 5, - "path": "002870.json" + "path": "002840.json" }, { - "target": "003350", + "target": "003310", "productCount": 5, - "path": "003350.json" + "path": "003310.json" }, { - "target": "003800", + "target": "003780", "productCount": 5, - "path": "003800.json" + "path": "003780.json" }, { - "target": "004410", + "target": "004370", "productCount": 5, - "path": "004410.json" + "path": "004370.json" }, { - 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"target": "089010", + "target": "086280", "productCount": 5, - "path": "089010.json" + "path": "086280.json" }, { - "target": "090710", + "target": "088910", "productCount": 5, - "path": "090710.json" + "path": "088910.json" }, { - "target": "092780", + "target": "090460", "productCount": 5, - "path": "092780.json" + "path": "090460.json" }, { - "target": "095190", + "target": "092600", "productCount": 5, - "path": "095190.json" + "path": "092600.json" }, { - "target": "097780", + "target": "094940", "productCount": 5, - "path": "097780.json" + "path": "094940.json" }, { - "target": "100660", + "target": "097230", "productCount": 5, - "path": "100660.json" + "path": "097230.json" }, { - "target": "102370", + "target": "100250", "productCount": 5, - "path": "102370.json" + "path": "100250.json" }, { - "target": "105840", + "target": "102260", "productCount": 5, - "path": "105840.json" + "path": "102260.json" }, { - "target": "110990", + "target": "105740", "productCount": 5, - "path": "110990.json" + "path": "105740.json" }, { - "target": "115480", + "target": "110020", "productCount": 5, - "path": "115480.json" + "path": "110020.json" }, { - "target": "122350", + "target": "115440", "productCount": 5, - "path": "122350.json" + "path": "115440.json" }, { - "target": "125490", + "target": "121890", "productCount": 5, - "path": "125490.json" + "path": "121890.json" }, { - "target": "131030", + "target": "125020", "productCount": 5, - "path": "131030.json" + "path": "125020.json" }, { - "target": "137080", + "target": "130660", "productCount": 5, - "path": "137080.json" + "path": "130660.json" }, { - "target": "141000", - "productCount": 5, - "path": "141000.json" + "target": "136510", + "productCount": 4, + "path": "136510.json" }, { - "target": "148780", + "target": "140860", "productCount": 5, - "path": "148780.json" + "path": "140860.json" }, { - "target": "160600", + "target": "148150", "productCount": 5, - "path": "160600.json" + "path": "148150.json" }, { - "target": "173130", + "target": "160190", "productCount": 5, - "path": "173130.json" + "path": "160190.json" }, { - "target": "182400", + "target": "171120", "productCount": 5, - "path": "182400.json" + "path": "171120.json" }, { - "target": "190650", + "target": "181710", "productCount": 5, - "path": "190650.json" + "path": "181710.json" }, { - "target": "196170", + "target": "189980", "productCount": 5, - "path": "196170.json" + "path": "189980.json" }, { - "target": "203400", + "target": "195940", "productCount": 5, - "path": "203400.json" + "path": "195940.json" }, { - "target": "208370", + "target": "200880", "productCount": 5, - "path": "208370.json" + "path": "200880.json" }, { - "target": "214420", + "target": "208340", "productCount": 5, - "path": "214420.json" + "path": "208340.json" }, { - "target": "217620", + "target": "214370", "productCount": 5, - "path": "217620.json" + "path": "214370.json" }, { - "target": "222980", + "target": "217500", "productCount": 5, - "path": "222980.json" + "path": "217500.json" }, { - "target": "228670", + "target": "222800", "productCount": 5, - "path": "228670.json" + "path": "222800.json" }, { - "target": "237750", + "target": "227950", "productCount": 5, - "path": "237750.json" + "path": "227950.json" }, { - "target": "242040", + "target": "236810", "productCount": 5, - "path": "242040.json" + "path": "236810.json" }, { - "target": "251970", + "target": "241820", "productCount": 5, - "path": "251970.json" + "path": "241820.json" }, { - "target": "260970", + "target": "251370", "productCount": 5, - "path": "260970.json" + "path": "251370.json" }, { - "target": "265740", + "target": "260660", "productCount": 5, - "path": "265740.json" + "path": "260660.json" }, { - "target": "272290", + "target": "265520", "productCount": 5, - "path": "272290.json" + "path": "265520.json" }, { - "target": "282620", - "productCount": 4, - "path": "282620.json" + "target": "272110", + "productCount": 5, + "path": "272110.json" }, { - "target": "290550", + "target": "281820", "productCount": 5, - "path": "290550.json" + "path": "281820.json" }, { - "target": "297570", + "target": "290380", "productCount": 5, - "path": "297570.json" + "path": "290380.json" }, { - "target": "303530", + "target": "296640", "productCount": 5, - "path": "303530.json" + "path": "296640.json" }, { - "target": "310870", + "target": "303030", "productCount": 5, - "path": "310870.json" + "path": "303030.json" }, { - "target": "317870", + "target": "310200", "productCount": 5, - "path": "317870.json" + "path": "310200.json" }, { - "target": "327260", + "target": "317850", "productCount": 5, - "path": "327260.json" + "path": "317850.json" }, { - "target": "336260", + "target": "323990", "productCount": 5, - "path": "336260.json" + "path": "323990.json" }, { - "target": "347770", + "target": "335890", "productCount": 5, - "path": "347770.json" + "path": "335890.json" }, { - "target": "353190", + "target": "347700", "productCount": 5, - "path": "353190.json" + "path": "347700.json" }, { - "target": "361390", + "target": "352910", "productCount": 5, - "path": "361390.json" + "path": "352910.json" }, { - "target": "371950", + "target": "360070", "productCount": 5, - "path": "371950.json" + "path": "360070.json" }, { - "target": "377460", + "target": "369370", "productCount": 5, - "path": "377460.json" + "path": "369370.json" }, { - "target": "388210", + "target": "377330", "productCount": 5, - "path": "388210.json" + "path": "377330.json" }, { - "target": "396690", + "target": "387690", "productCount": 4, - "path": "396690.json" + "path": "387690.json" }, { - "target": "412350", + "target": "396300", "productCount": 5, - "path": "412350.json" + "path": "396300.json" }, { - "target": "419080", + "target": "408920", "productCount": 5, - "path": "419080.json" + "path": "408920.json" }, { - "target": "439090", + "target": "418620", "productCount": 5, - "path": "439090.json" + "path": "418620.json" }, { - "target": "448900", + "target": "437730", "productCount": 5, - "path": "448900.json" + "path": "437730.json" }, { - "target": "453340", - "productCount": 5, - "path": "453340.json" + "target": "452670", + "productCount": 4, + "path": "452670.json" }, { - "target": "459100", + "target": "458650", "productCount": 5, - "path": "459100.json" + "path": "458650.json" }, { - "target": "464490", + "target": "464280", "productCount": 5, - "path": "464490.json" + "path": "464280.json" }, { - "target": "473000", + "target": "472220", "productCount": 5, - "path": "473000.json" + "path": "472220.json" }, { - "target": "476060", + "target": "475830", "productCount": 5, - "path": "476060.json" + "path": "475830.json" }, { - "target": "483650", + "target": "482680", "productCount": 5, - "path": "483650.json" + "path": "482680.json" }, { - "target": "491000", + "target": "489500", "productCount": 5, - "path": "491000.json" + "path": "489500.json" }, { - "target": "950160", + "target": "900340", "productCount": 5, - "path": "950160.json" + "path": "900340.json" } ], "failures": [ { - "target": "950170", + "target": "0030R0", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "950170.json" + "path": "0030R0.json" }, { "target": "0218L0", @@ -14235,9 +14235,14 @@ "path": "0218L0.json" }, { - "target": "0030R0", + "target": "950170", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "0030R0.json" + "path": "950170.json" + }, + { + "target": "0035S0", + "error": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S0\n • 종목 검색:", + "path": "0035S0.json" }, { "target": "0220W0", @@ -14249,6 +14254,11 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "338100.json" }, + { + "target": "486510", + "error": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 486510\n • 종목 검색:", + "path": "486510.json" + }, { "target": "950250", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14289,6 +14299,11 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "365550.json" }, + { + "target": "468670", + "error": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 468670\n • 종목 검색:", + "path": "468670.json" + }, { "target": "357250", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14299,20 +14314,25 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "432320.json" }, + { + "target": "0010S0", + "error": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S0\n • 종목 검색:", + "path": "0010S0.json" + }, { "target": "0161M0", "error": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M0\n • 종목 검색:", "path": "0161M0.json" }, { - "target": "481850", + "target": "334890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "481850.json" + "path": "334890.json" }, { - "target": "334890", + "target": "481850", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "334890.json" + "path": "481850.json" }, { "target": "386380",